Physician 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
$42.9K Buy
305
+8
+3% +$1.13K 0.01% 373
2025
Q1
$34.7K Buy
297
+4
+1% +$467 0.01% 388
2024
Q4
$36.9K Buy
+293
New +$36.9K 0.01% 391