IAG Wealth Partners’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$30.8K Hold
2025
Q1
$25.6K Hold
2024
Q4
$27.5K Buy
2020
Q1
Sell
2019
Q4
$23K Buy