Livelsberger Financial Advisory’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	$86.4K	Buy	+613	New	+$86.4K	1.67%	20
2024 Q4	–	Sell	-613	Closed	-$63.9K	–	52
2024 Q3	$63.9K	Buy	+613	New	+$63.9K	1.34%	20
2024 Q1	–	Sell	-597	Closed	-$55.6K	–	132
2023 Q4	$55.6K	Buy	+597	New	+$55.6K	0.05%	149