Thrive Wealth Management’s Morgan Stanley MS Stock Holding History

Thrive 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	$398K	Buy
2025 Q2	$353K	Hold
2025 Q1	$292K	Sell
2024 Q4	$349K	Sell
2024 Q3	$291K	Sell
2024 Q2	$278K	Buy
2024 Q1	$235K	Buy
2023 Q4	$226K	Sell
2023 Q3	$202K	Sell
2023 Q2	$217K	Buy