GWANC
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Guardian Wealth Advisors (North Carolina)’s Morgan Stanley MS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$280K Sell
1,985
-60
-3% -$8.45K 0.02% 275
2025
Q1 		$239K Sell
2,045
-17
-0.8% -$1.98K 0.02% 282
2024
Q4 		$259K Buy
+2,062
New +$259K 0.02% 267