MWM
MS icon

Modern Wealth Management’s Morgan Stanley MS Stock Holding History

Modern 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 		$341K Buy
2,421
+427
+21% +$60.2K 0.01% 568
2025
Q1 		$233K Buy
1,994
+163
+9% +$19K 0.01% 602
2024
Q4 		$230K Buy
+1,831
New +$230K 0.01% 521