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Genesis Private Wealth’s Morgan Stanley MS Stock Holding History

Genesis Private Wealth’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
Q2 		$278K Sell
1,975
-259
-12% -$36.5K 0.13% 102
2025
Q1 		$261K Sell
2,234
-401
-15% -$46.8K 0.14% 102
2024
Q4 		$331K Buy
+2,635
New +$331K 0.18% 70