Alta Wealth Advisors’s Morgan Stanley MS Stock Holding History

Alta Wealth Advisors’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$326K	Hold
2025 Q2	$289K	Sell
2025 Q1	$268K	Buy
2024 Q4	$261K	Sell
2024 Q3	$221K	Sell
2024 Q2	$210K	Sell
2024 Q1	$222K	Buy
2022 Q4	–	Sell
2022 Q3	$236K	Buy
2022 Q2	$219K	Hold
2022 Q1	$248K	Buy