EWM
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EPG Wealth Management’s Morgan Stanley MS Stock Holding History

EPG Wealth Management’s Portfolio MS Stock Details MS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$202K Buy
+1,435
New +$202K 0.06% 182
2020
Q2 		– Sell
-324
Closed -$11K – 540
2020
Q1 		$11K Sell
324
-89
-22% -$3.02K 0.01% 473
2019
Q4 		$21K Buy
+413
New +$21K 0.02% 342