Kathmere Capital 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 Q2	$810K	Buy	5,751 +2,685	+88%	+$378K	0.06%	190
2025 Q1	$358K	Buy	3,066 +282	+10%	+$32.9K	0.03%	292
2024 Q4	$350K	Buy	2,784 +452	+19%	+$56.8K	0.03%	288
2024 Q3	$243K	Buy	+2,332	New	+$243K	0.02%	327