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Essential Planning’s Morgan Stanley MS Stock Holding History

Essential Planning’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
Q1 		– Sell
-55,120
Closed -$6.77M – 221
2024
Q4 		$6.77M Buy
+55,120
New +$6.77M 0.04% 96