Medallion Wealth Advisors, LLC’s Morgan Stanley MS Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio MS Stock Details MS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$45.8K	Buy
2025 Q4	$48.8K	Buy
2025 Q3	$41K	Sell
2025 Q2	$40.2K	Hold
2025 Q1	$33K	Buy
2024 Q4	$35.1K	Buy