Diversify Advisory Services’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.38M Buy
2025
Q1
$983K Sell
2024
Q4
$1.22M Sell
2024
Q3
$1.24M Buy
2024
Q2
$1.07M Buy
2024
Q1
$965K Buy