HighMark 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
2024 Q2	–	Sell	-53	Closed	-$4.99K	–	605
2024 Q1	$4.99K	Buy	+53	New	+$4.99K	﹤0.01%	374
2023 Q4	–	Sell	-200	Closed	-$16.3K	–	593
2023 Q3	$16.3K	Buy	+200	New	+$16.3K	0.01%	199