Diversify Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $814K | Sell |
5,528
-411
| -7% | -$60.5K | 0.05% | 303 |
|
|
2025
Q1 | $690K | Sell |
5,939
-135
| -2% | -$15.7K | 0.05% | 295 |
|
|
2024
Q4 | $750K | Buy |
6,074
+183
| +3% | +$22.6K | 0.06% | 266 |
|
|
2024
Q3 | $697K | Buy |
5,891
+606
| +11% | +$71.7K | 0.07% | 242 |
|
|
2024
Q2 | $487K | Buy |
+5,285
| New | +$487K | 0.06% | 280 |
|