VisionPoint Advisory Group’s Morgan Stanley MS Stock Holding History

VisionPoint Advisory Group’s Portfolio MS Stock Details MS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$237K	Sell
2025 Q2	$632K	Buy
2025 Q1	$253K	Buy
2024 Q3	–	Sell
2024 Q2	$24.7K	Sell
2024 Q1	$119K	Buy
2023 Q4	$71.4K	Buy
2023 Q3	$36.1K	Buy
2023 Q2	$16.9K	Buy