Sagespring Wealth Partners’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	$2.75M	Buy	19,511 +3,502	+22%	+$493K	0.06%	147
2025 Q1	$1.87M	Buy	16,009 +2,964	+23%	+$346K	0.05%	163
2024 Q4	$1.64M	Buy	+13,045	New	+$1.64M	0.04%	161