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Channel Wealth’s Morgan Stanley MS Stock Holding History

Channel Wealth’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 		$226K Buy
+1,607
New +$226K 0.06% 156
2025
Q1 		– Sell
-1,601
Closed -$201K – 173
2024
Q4 		$201K Buy
+1,601
New +$201K 0.07% 155