Beacon Capital Management LLC (Tennessee)’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-273	Closed	-$38.4K	–	683
2025 Q2	$38.4K	Buy	273 +90	+49%	+$11.1K	0.01%	389
2025 Q1	$21.4K	Buy	183 +17	+10%	+$2.19K	﹤0.01%	470
2024 Q4	$20.9K	Sell	166 -125	-43%	-$15.4K	﹤0.01%	465
2024 Q3	$30.3K	Buy	291 +222	+322%	+$22.4K	﹤0.01%	413
2024 Q2	$6.67K	Sell	69 -387	-85%	-$36.8K	﹤0.01%	653
2024 Q1	$42.9K	Buy	456 +68	+18%	+$5.99K	0.01%	317
2023 Q4	$31.7K	Buy	388 +4	+1%	+$320	0.01%	306
2023 Q3	$32.8K	Hold	384	–	–	0.01%	320
2023 Q2	$32.8K	Buy	384 +376	+4,700%	+$32.2K	0.01%	320
2023 Q1	$702	Hold	8	–	–	﹤0.01%	867
2022 Q4	$680	Sell	8 -235	-97%	-$20K	﹤0.01%	914
2022 Q3	$19K	Hold	243	–	–	0.01%	357
2022 Q2	$22K	Hold	243	–	–	0.01%	371
2022 Q1	$22K	Buy	+243	New	+$23.4K	0.01%	371