LWMI
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Legacy Wealth Management (Idaho)’s Morgan Stanley MS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$564 Hold
4
﹤0.01% 639
2025
Q1
$467 Hold
4
﹤0.01% 701
2024
Q4
$560 Hold
4
﹤0.01% 644
2024
Q3
$532 Buy
+4
New +$532 ﹤0.01% 601