PW
MS icon

Paladin Wealth’s Morgan Stanley MS Stock Holding History

Paladin Wealth’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.23M Sell
8,761
-73
-0.8% -$10.3K 0.96% 31
2025
Q1 		$1.03M Buy
8,834
+775
+10% +$90.4K 0.93% 38
2024
Q4 		$1.01M Sell
8,059
-379
-4% -$47.6K 0.88% 40
2024
Q3 		$880K Buy
+8,438
New +$880K 0.77% 43