Meridian Wealth Partners’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,949	Closed	-$371K	–	106
2024 Q4	$371K	Buy	+2,949	New	+$371K	0.06%	77
2021 Q2	–	Sell	-629	Closed	-$49K	–	812
2021 Q1	$49K	Buy	629 +272	+76%	+$21.2K	0.01%	159
2020 Q4	$24K	Buy	+357	New	+$24K	0.01%	201