BlueStem Wealth Partners’s Morgan Stanley MS Stock Holding History

BlueStem Wealth Partners’s Portfolio MS Stock Details MS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$221K	Sell
2025 Q3	$229K	Sell
2025 Q2	$281K	Sell
2025 Q1	$282K	Buy
2024 Q4	$295K	Buy