Coign Capital 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	$697K	Buy	4,949 +97	+2%	+$13.7K	0.47%	43
2025 Q1	$566K	Sell	4,852 -389	-7%	-$45.4K	0.44%	61
2024 Q4	$659K	Buy	+5,241	New	+$659K	0.61%	37