MWM
MS icon

Moran Wealth Management’s Morgan Stanley MS Stock Holding History

Moran 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
2024
Q4 		– Sell
-52,465
Closed -$5.47M – 442
2024
Q3 		$5.47M Sell
52,465
-373
-0.7% -$38.9K 0.17% 163
2024
Q2 		$5.14M Buy
+52,838
New +$5.14M 0.17% 169