TWM
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Topsail Wealth Management’s Morgan Stanley MS Stock Holding History

Topsail Wealth Management’s Portfolio MS Stock Details MS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$519K Sell
3,685
-571
-13% -$80.4K 0.09% 68
2025
Q1 		$497K Buy
4,256
+228
+6% +$26.6K 0.1% 65
2024
Q4 		$506K Buy
+4,028
New +$506K 0.11% 60