Riverbend Wealth Management’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	$240K	Buy	+1,704	New	+$240K	0.18%	122
2025 Q1	–	Sell	-1,647	Closed	-$209K	–	122
2024 Q4	$209K	Buy	+1,647	New	+$209K	0.19%	112