Cooksen Wealth’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$122K Sell
865
-38
-4% -$5.35K 0.1% 50
2025
Q1
$85K Buy
+903
New +$85K 0.09% 56
2024
Q1
Sell
-903
Closed -$84.2K 77
2023
Q4
$84.2K Buy
+903
New +$84.2K 0.1% 58