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Aspen Wealth Strategies’s Morgan Stanley MS Stock Holding History

Aspen Wealth Strategies’s Portfolio MS Stock Details MS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$380K Buy
2,699
+96
+4% +$13.5K 0.23% 56
2025
Q1 		$304K Hold
2,603
– – 0.2% 64
2024
Q4 		$327K Sell
2,603
-59
-2% -$7.42K 0.21% 56
2024
Q3 		$277K Buy
+2,662
New +$277K 0.18% 73