GWMR
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GC Wealth Management RIA’s Morgan Stanley MS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.05M Buy
+21,640
New +$3.05M 0.25% 87
2024
Q4
Sell
-5,551
Closed -$579K 305
2024
Q3
$579K Buy
+5,551
New +$579K 0.1% 173