Johnson & White Wealth Management’s Morgan Stanley MS Stock Holding History

Johnson & White Wealth Management’s Portfolio MS Stock Details MS Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$868K	Buy
2025 Q2	$765K	Buy
2025 Q1	$565K	Buy
2024 Q4	$597K	Buy
2023 Q1	–	Sell
2022 Q4	$666K	Buy