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Curio Wealth’s Morgan Stanley MS Stock Holding History

Curio 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 		$74.2K Buy
527
+525
+26,250% +$74K 0.03% 110
2025
Q1 		$97.7K Sell
2
-248
-99% -$12.1M 0.05% 99
2024
Q4 		$31.4K Buy
+250
New +$31.4K 0.02% 146