OneAscent Family Office’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	$281K	Sell	1,996 -1,792	-47%	-$252K	0.27%	93
2025 Q1	$442K	Buy	3,788 +1,856	+96%	+$217K	0.41%	73
2024 Q4	$243K	Buy	+1,932	New	+$243K	0.44%	59