WealthTrak Capital Management’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$20.4K	Buy	145 +66	+84%	+$9.3K	0.02%	141
2025 Q1	$9.22K	Buy	79 +6	+8%	+$700	0.01%	174
2024 Q4	$9.18K	Buy	+73	New	+$9.18K	0.01%	166