Tidemark’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.8K Buy
77
+30
+64% +$4.23K ﹤0.01% 437
2025
Q1
$5.48K Hold
47
﹤0.01% 504
2024
Q4
$5.91K Buy
+47
New +$5.91K ﹤0.01% 490