ORG Wealth Partners’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
$106K Sell
753
-80
-10% -$11.3K 0.03% 233
2025
Q1
$96.4K Buy
833
+803
+2,677% +$93K 0.03% 256
2024
Q4
$3.77K Buy
+30
New +$3.77K ﹤0.01% 444