Atlas Wealth’s Morgan Stanley Depositary Shares, each representing 1/1,000th of a share of 4.250% Non-Cumulative Preferred Stock, Series O MS.PRO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$462K	Sell	26,502 -11,634	-31%	-$203K	0.17%	70
2025 Q1	$684K	Buy	38,136 +14,845	+64%	+$266K	0.27%	52
2024 Q4	$429K	Buy	23,291 +3,797	+19%	+$69.9K	0.16%	64
2024 Q3	$404K	Buy	+19,494	New	+$404K	0.17%	60