Catalyst Funds Management’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,000	Closed	-$629K	–	543
2024 Q4	$629K	Buy	5,000 +3,600	+257%	+$453K	0.15%	129
2024 Q3	$146K	Sell	1,400 -1,800	-56%	-$188K	0.03%	377
2024 Q2	$311K	Sell	3,200 -10,300	-76%	-$1M	0.08%	157
2024 Q1	$1.27M	Buy	+13,500	New	+$1.27M	0.35%	72