Antonelli Financial Advisors’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	$211K	Sell	1,500 -239	-14%	-$33.7K	0.15%	46
2025 Q1	$203K	Sell	1,739 -652	-27%	-$76.1K	0.16%	45
2024 Q4	$301K	Buy	+2,391	New	+$301K	0.25%	42