Marshall & Sterling Wealth 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	$133K	Hold	944	–	–	0.09%	101
2025 Q1	$110K	Buy	944 +396	+72%	+$46.2K	0.07%	105
2024 Q4	$68.9K	Buy	+548	New	+$68.9K	0.05%	110