Schrum Private 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	$237K	Buy	+1,685	New	+$237K	0.19%	112
2025 Q1	–	Sell	-1,677	Closed	-$211K	–	129
2024 Q4	$211K	Sell	1,677 -1,669	-50%	-$210K	0.18%	118
2024 Q3	$349K	Buy	+3,346	New	+$349K	0.18%	116