BWG
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Berry Wealth Group’s Morgan Stanley MS Stock Holding History

Berry Wealth Group’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 		$409K Buy
2,901
+271
+10% +$38.2K 0.29% 47
2025
Q1 		$307K Buy
2,630
+772
+42% +$90.1K 0.24% 61
2024
Q4 		$234K Buy
+1,858
New +$234K 0.17% 78