Valued Wealth Advisors’s Morgan Stanley MS Stock Holding History

Valued Wealth Advisors’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	$15.3K	Hold
2025 Q1	$12.7K	Buy
2024 Q4	$13.2K	Buy
2024 Q3	$9.71K	Buy
2024 Q2	$7.01K	Buy
2024 Q1	$4.53K	Sell
2023 Q4	$9.72K	Buy