Allegheny Financial Group’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	$493K	Buy	3,498 +21	+0.6%	+$2.96K	0.11%	139
2025 Q1	$406K	Buy	3,477 +707	+26%	+$82.5K	0.1%	146
2024 Q4	$348K	Sell	2,770 -9	-0.3%	-$1.13K	0.09%	167
2024 Q3	$290K	Buy	2,779 +379	+16%	+$39.5K	0.07%	192
2024 Q2	$233K	Buy	+2,400	New	+$233K	0.07%	197