Keudell/Morrison 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
2025 Q2	$226K	Buy	+1,606	New	+$226K	0.05%	203
2025 Q1	–	Sell	-1,998	Closed	-$251K	–	228
2024 Q4	$251K	Sell	1,998 -387	-16%	-$48.7K	0.07%	179
2024 Q3	$249K	Buy	+2,385	New	+$249K	0.07%	183