PWM
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Puff Wealth Management’s Morgan Stanley MS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.84K Buy
13
+2
+18% +$284 ﹤0.01% 82
2025
Q1
$1.29K Buy
+11
New +$1.29K ﹤0.01% 70