Trajan Wealth’s Morgan Stanley MS Stock Holding History

Trajan Wealth’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	$6.85M	Sell
2025 Q2	$6.31M	Sell
2025 Q1	$5.3M	Buy
2024 Q4	$5.67M	Sell
2024 Q3	$5.08M	Buy
2024 Q2	$4.51M	Sell
2024 Q1	$4.4M	Buy