Johnson & White 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
2025 Q2	$765K	Buy	5,428 +581	+12%	+$81.9K	0.39%	52
2025 Q1	$565K	Buy	4,847 +64	+1%	+$7.46K	0.32%	61
2024 Q4	$597K	Buy	+4,783	New	+$597K	0.36%	56
2023 Q1	–	Sell	-3,709	Closed	-$666K	–	107
2022 Q4	$666K	Buy	+3,709	New	+$666K	0.67%	37