PDS Planning’s Morgan Stanley MS Stock Holding History

PDS Planning’s Portfolio MS Stock Details MS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.04M	Buy
2025 Q2	$922K	Buy
2025 Q1	$709K	Buy
2024 Q4	$710K	Sell
2024 Q3	$596K	Buy
2024 Q2	$544K	Buy
2024 Q1	$515K	Buy
2023 Q4	$477K	Sell
2023 Q3	$430K	Buy
2023 Q2	$445K	Buy
2023 Q1	$446K	Buy