Sather Financial Group’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	$989K	Buy	+7,024	New	+$989K	0.06%	48
2018 Q2	–	Sell	-4,000	Closed	-$216K	–	76
2018 Q1	$216K	Hold	4,000	–	–	0.05%	73
2017 Q4	$210K	Sell	4,000 -500	-11%	-$26.3K	0.05%	64
2017 Q3	$217K	Buy	+4,500	New	+$217K	0.06%	64