Spartan Planning & Wealth Management’s Morgan Stanley MS Stock Holding History

Spartan Planning & Wealth Management’s Portfolio MS Stock Details MS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$436K	Sell
2025 Q2	$391K	Buy
2025 Q1	–	Sell
2024 Q4	$312K	Buy
2023 Q4	$129K	Buy
2023 Q3	$163	Buy
2022 Q4	$260K	Buy
2022 Q2	–	Sell
2022 Q1	$34K	Buy