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Legacy Solutions LLC’s Morgan Stanley MS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$433K Buy
3,075
+198
+7% +$27.9K 0.41% 39
2025
Q1
$336K Buy
2,877
+7
+0.2% +$817 0.37% 42
2024
Q4
$361K Buy
+2,870
New +$361K 0.39% 42