Beacon Harbor Wealth 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	$7.46M	Sell	52,972 -5,058	-9%	-$712K	1.86%	17
2025 Q1	$6.77M	Sell	58,030 -9,756	-14%	-$1.14M	1.57%	28
2024 Q4	$8.52M	Buy	67,786 +752	+1%	+$94.5K	1.98%	12
2024 Q3	$6.99M	Buy	67,034 +915	+1%	+$95.4K	1.66%	25
2024 Q2	$6.43M	Buy	+66,119	New	+$6.43M	1.67%	23