Brave Asset Management’s Morgan Stanley MS Stock Holding History

Brave Asset Management’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$355K	Hold	1,700	–	–	0.08%	108
2026 Q1	$280K	Hold	1,700	–	–	0.07%	129
2025 Q4	$302K	Hold	1,700	–	–	0.07%	118
2025 Q3	$270K	Hold	1,700	–	–	0.07%	126
2025 Q2	$239K	Buy	+1,700	New	+$209K	0.07%	124
2025 Q1	–	Sell	-1,700	Closed	-$214K	–	170
2024 Q4	$214K	Buy	+1,700	New	+$209K	0.07%	129
2024 Q1	–	Sell	-2,209	Closed	-$206K	–	169
2023 Q4	$206K	Buy	+2,209	New	+$177K	0.06%	127
2022 Q1	–	Sell	-2,160	Closed	-$212K	–	164
2021 Q4	$212K	Buy	2,160 +60	+3%	+$5.98K	0.06%	133
2021 Q3	$204K	Buy	+2,100	New	+$208K	0.06%	132
2018 Q2	–	Sell	-4,100	Closed	-$221K	–	165
2018 Q1	$221K	Hold	4,100	–	–	0.14%	121
2017 Q4	$215K	Buy	+4,100	New	+$207K	0.12%	129
2017 Q1	–	Sell	-5,700	Closed	-$241K	–	182
2016 Q4	$241K	Hold	5,700	–	–	0.15%	116
2016 Q3	$183K	Sell	5,700 -700	-11%	-$20.9K	0.12%	132
2016 Q2	$166K	Sell	6,400 -1,000	-14%	-$26.2K	0.11%	138
2016 Q1	$185K	Buy	7,400 +600	+9%	+$15.3K	0.13%	138
2015 Q4	$216K	Sell	6,800 -150	-2%	-$4.98K	0.15%	127
2015 Q3	$219K	Hold	6,950	–	–	0.17%	119
2015 Q2	$270K	Buy	6,950 +1,200	+21%	+$45.7K	0.19%	109
2015 Q1	$205K	Hold	5,750	–	–	0.14%	123
2014 Q4	$223K	Hold	5,750	–	–	0.16%	114
2014 Q3	$199K	Hold	5,750	–	–	0.15%	122
2014 Q2	$186K	Hold	5,750	–	–	0.13%	126
2014 Q1	$179K	Hold	5,750	–	–	0.14%	118
2013 Q4	$180K	Buy	+5,750	New	+$171K	0.14%	114

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Wealth Enhancement Advisory Services

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Handelsbanken Fonder

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Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return