Spectrum Wealth Counsel’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$7.05M Sell
2024
Q4
$7.68M Buy
2024
Q3
$6.34M Buy
2024
Q1
Sell
2023
Q4
$62.6K Buy