Summit Wealth Group’s Morgan Stanley MS Stock Holding History

Summit Wealth Group’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$475K	Hold
2025 Q2	$421K	Sell
2025 Q1	$349K	Buy
2024 Q4	$375K	Hold
2024 Q3	$311K	Hold
2024 Q2	$290K	Buy
2023 Q2	–	Sell
2023 Q1	$0	Buy