True Wealth Design’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	$25.1K	Buy	178 +2	+1%	+$282	0.01%	330
2025 Q1	$20.5K	Buy	176 +76	+76%	+$8.86K	0.01%	337
2024 Q4	$12.6K	Buy	100 +13	+15%	+$1.63K	﹤0.01%	390
2024 Q3	$9.07K	Buy	+87	New	+$9.07K	﹤0.01%	440