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Mindset Wealth Management’s Morgan Stanley MS Stock Holding History

Mindset Wealth Management’s Portfolio MS Stock Details MS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$923K Buy
6,555
+59
+0.9% +$8.31K 0.3% 31
2025
Q1 		$758K Sell
6,496
-742
-10% -$86.6K 0.3% 32
2024
Q4 		$910K Sell
7,238
-512
-7% -$64.4K 0.33% 23
2024
Q3 		$808K Buy
+7,750
New +$808K 0.33% 25