Trueblood Wealth Management’s Morgan Stanley MS Stock Holding History

Trueblood Wealth Management’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	$597K	Buy
2025 Q2	$526K	Buy
2025 Q1	$403K	Buy
2024 Q4	$387K	Hold
2024 Q3	$321K	Hold
2024 Q2	$299K	Hold
2024 Q1	$290K	Hold
2023 Q4	$287K	Buy