Holistic Financial Partners’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	$241K	Buy	+1,709	New	+$241K	0.11%	108
2018 Q2	–	Sell	-858	Closed	-$46K	–	251
2018 Q1	$46K	Hold	858	–	–	0.04%	209
2017 Q4	$45K	Buy	+858	New	+$45K	0.04%	214