Fiducient Advisors’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
$400K Buy
2025
Q1
$330K Sell
2024
Q4
$364K Buy
2024
Q3
$295K Sell
2024
Q2
$306K Sell
2024
Q1
$303K Sell
2023
Q4
$310K Sell
2023
Q3
$272K Buy