Athena Investment 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	$260K	Hold	1,845	–	–	0.15%	131
2025 Q1	$215K	Sell	1,845 -19	-1%	-$2.22K	0.13%	137
2024 Q4	$234K	Sell	1,864 -114	-6%	-$14.3K	0.14%	136
2024 Q3	$206K	Buy	+1,978	New	+$206K	0.12%	146