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BlueStem Wealth Partners’s Morgan Stanley MS Stock Holding History

BlueStem Wealth Partners’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 		$281K Sell
1,991
-423
-18% -$59.6K 0.03% 87
2025
Q1 		$282K Buy
2,414
+67
+3% +$7.82K 0.04% 81
2024
Q4 		$295K Buy
+2,347
New +$295K 0.04% 78