Gitterman Wealth Management’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$340K	Sell	2,414 -1,994	-45%	-$281K	0.08%	72
2025 Q1	$515K	Buy	4,408 +2,035	+86%	+$238K	0.14%	41
2024 Q4	$298K	Buy	2,373 +8	+0.3%	+$1.01K	0.12%	74
2024 Q3	$247K	Hold	2,365	–	–	0.1%	87
2024 Q2	$230K	Buy	+2,365	New	+$230K	0.09%	85