Triad Wealth Partners’s Morgan Stanley MS Stock Holding History

Triad Wealth Partners’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 Q2	$941K	Sell
2025 Q1	$785K	Sell
2024 Q4	$858K	Buy
2024 Q3	–	Sell
2024 Q2	$402K	Buy
2024 Q1	$381K	Buy