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PUREfi Wealth’s Morgan Stanley MS Stock Holding History

PUREfi 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
Q1 		– Sell
-4,273
Closed -$537K – 163
2024
Q4 		$537K Buy
+4,273
New +$537K 0.53% 47