Golden State Wealth Management’s Morgan Stanley MS Stock Holding History

Golden State Wealth Management’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$467K	Buy
2025 Q2	$411K	Buy
2025 Q1	$326K	Buy
2024 Q4	$337K	Buy
2020 Q2	–	Sell
2020 Q1	$1K	Buy
2019 Q4	–	Sell
2019 Q3	$616K	Sell
2019 Q2	$634K	Sell
2019 Q1	$616K	Buy