NWAG
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Net Worth Advisory Group’s Morgan Stanley MS Stock Holding History

Net Worth Advisory Group’s Portfolio MS Stock Details MS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.4M Buy
9,973
+214
+2% +$30.1K 0.31% 68
2025
Q1 		$1.14M Buy
9,759
+1,568
+19% +$183K 0.36% 37
2024
Q4 		$1.03M Buy
8,191
+57
+0.7% +$7.17K 0.31% 52
2024
Q3 		$848K Buy
+8,134
New +$848K 0.25% 72