WFA of San Diego’s Morgan Stanley MS Stock Holding History

WFA of San Diego’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 Q2	$28.2K	Buy
2024 Q3	$20.8K	Hold
2024 Q2	$19.4K	Buy
2023 Q3	$16.3K	Hold
2023 Q2	$17.1K	Buy
2023 Q1	–	Sell
2022 Q4	$17K	Buy
2022 Q3	–	Sell
2022 Q2	$15K	Buy