Apella Capital’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
$429K Buy
2,983
+153
+5% +$22K 0.01% 311
2025
Q1
$316K Buy
+2,830
New +$316K 0.01% 295