Naviter Wealth’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$398K	Buy	2,824 +146	+5%	+$20.6K	0.05%	208
2025 Q1	$309K	Buy	2,678 +78	+3%	+$9K	0.04%	230
2024 Q4	$327K	Hold	2,600	–	–	0.04%	231
2024 Q3	$271K	Buy	+2,600	New	+$271K	0.04%	211