MWM
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Massachusetts Wealth Management’s Morgan Stanley MS Stock Holding History

Massachusetts Wealth Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$243K Sell
1,725
-27
-2% -$3.8K 0.14% 91
2025
Q1 		$204K Buy
1,752
+150
+9% +$17.5K 0.14% 82
2024
Q4 		$201K Buy
+1,602
New +$201K 0.12% 90