Lifestyle Asset Management’s Morgan Stanley MS Stock Holding History

Lifestyle Asset Management’s Portfolio MS Stock Details MS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$294K	Sell
2025 Q2	$263K	Buy
2025 Q1	$202K	Buy
2024 Q4	$217K	Buy
2024 Q2	–	Sell
2024 Q1	$205K	Sell
2023 Q4	$225K	Sell
2023 Q3	$210K	Hold
2023 Q2	$219K	Buy
2023 Q1	$222K	Buy