Cassaday & Co Wealth Management’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,437	Closed	-$324K	–	308
2024 Q1	$324K	Buy	+3,437	New	+$324K	0.01%	213