Prestige Wealth Management Group’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	$481K	Buy	3,417 +2,947	+627%	+$415K	0.1%	103
2025 Q1	$54.8K	Hold	470	–	–	0.01%	242
2024 Q4	$59.1K	Hold	470	–	–	0.01%	242
2024 Q3	$49K	Sell	470 -3,144	-87%	-$328K	0.01%	247
2024 Q2	$351K	Buy	3,614 +1,371	+61%	+$133K	0.08%	106
2024 Q1	$211K	Sell	2,243 -3,887	-63%	-$366K	0.05%	148
2023 Q4	$572K	Buy	6,130 +412	+7%	+$38.4K	0.13%	77
2023 Q3	$467K	Buy	5,718 +3,449	+152%	+$282K	0.12%	82
2023 Q2	$194K	Hold	2,269	–	–	0.05%	150
2023 Q1	$199K	Sell	2,269 -89	-4%	-$7.81K	0.05%	150
2022 Q4	$200K	Buy	2,358 +61	+3%	+$5.19K	0.05%	136
2022 Q3	$182K	Sell	2,297 -4	-0.2%	-$317	0.05%	141
2022 Q2	$175K	Buy	2,301 +208	+10%	+$15.8K	0.05%	142
2022 Q1	$183K	Sell	2,093 -4	-0.2%	-$350	0.05%	145
2021 Q4	$205K	Hold	2,097	–	–	0.05%	141
2021 Q3	$204K	Hold	2,097	–	–	0.05%	136
2021 Q2	$192K	Hold	2,097	–	–	0.05%	133
2021 Q1	$163K	Sell	2,097 -11	-0.5%	-$855	0.04%	138
2020 Q4	$145K	Buy	2,108 +79	+4%	+$5.43K	0.04%	143
2020 Q3	$98K	Hold	2,029	–	–	0.03%	176
2020 Q2	$98K	Hold	2,029	–	–	0.03%	153
2020 Q1	$69K	Sell	2,029 -1,015	-33%	-$34.5K	0.03%	146
2019 Q4	$156K	Sell	3,044 -732	-19%	-$37.5K	0.09%	133
2019 Q3	$161K	Hold	3,776	–	–	0.09%	123
2019 Q2	$166K	Hold	3,776	–	–	0.1%	116
2019 Q1	$160K	Sell	3,776 -9,698	-72%	-$411K	0.1%	118
2018 Q4	$534K	Buy	+13,474	New	+$534K	0.39%	52