Capital Performance 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	$220K	Buy	+1,562	New	+$220K	0.04%	231
2024 Q4	–	Sell	-348	Closed	-$36.2K	–	1704
2024 Q3	$36.2K	Buy	+348	New	+$36.2K	0.01%	436