Surience Private Wealth’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-35,362	Closed	-$4.45M	–	31
2024 Q4	$4.45M	Buy	+35,362	New	+$4.45M	5.74%	7
2024 Q3	–	Sell	-38,161	Closed	-$3.71M	–	33
2024 Q2	$3.71M	Buy	+38,161	New	+$3.71M	4.77%	13