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Wealth Dimensions Group’s Morgan Stanley MS Stock Holding History

Wealth Dimensions Group’s Portfolio MS Stock Details MS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$310K Hold
2,203
– – 0.07% 127
2025
Q1 		$257K Sell
2,203
-68
-3% -$7.93K 0.06% 138
2024
Q4 		$285K Buy
+2,271
New +$285K 0.07% 123