Quotient Wealth Partners’s Morgan Stanley MS Stock Holding History

Quotient Wealth Partners’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$835K	Buy
2025 Q2	$716K	Buy
2025 Q1	$463K	Buy
2024 Q4	$490K	Buy
2024 Q3	$353K	Buy
2024 Q2	$326K	Buy
2024 Q1	$262K	Sell
2023 Q4	$319K	Buy