BWM
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Bernard Wealth Management’s Morgan Stanley MS Stock Holding History

Bernard Wealth Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-36
Closed -$4.2K – 364
2025
Q1 		$4.2K Buy
+36
New +$4.2K ﹤0.01% 265