Diversify Wealth Management’s Morgan Stanley MS Stock Holding History

Diversify Wealth Management’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$814K	Sell
2025 Q1	$690K	Sell
2024 Q4	$750K	Buy
2024 Q3	$697K	Buy
2024 Q2	$487K	Buy