Wealth Management Associates’s Morgan Stanley MS Stock Holding History

Wealth Management Associates’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
2026 Q1	$316K	Buy
2025 Q4	$340K	Hold
2025 Q3	$305K	Buy
2025 Q2	$267K	Buy
2025 Q1	$221K	Hold
2024 Q4	$238K	Buy
2024 Q1	–	Sell
2023 Q4	$203K	Buy