Scholtz & Company’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	$4.78M	Buy	33,960 +27,845	+455%	+$3.92M	2.1%	18
2025 Q1	$713K	Buy	+6,115	New	+$713K	0.35%	36
2023 Q2	–	Sell	-21,737	Closed	-$1.91M	–	40
2023 Q1	$1.91M	Buy	+21,737	New	+$1.91M	1.36%	22