Opal Wealth Advisors’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	$59K	Buy	419 +217	+107%	+$30.6K	0.02%	349
2025 Q1	$23.6K	Buy	+202	New	+$23.6K	0.01%	499
2024 Q3	–	Sell	-257	Closed	-$25K	–	814
2024 Q2	$25K	Buy	+257	New	+$25K	0.01%	456