Strategic Financial Concepts’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	$367K	Sell	2,609 -506	-16%	-$71.3K	0.05%	178
2025 Q1	$363K	Sell	3,115 -1,498	-32%	-$175K	0.07%	215
2024 Q4	$580K	Buy	+4,613	New	+$580K	0.11%	166
2024 Q3	–	Sell	-52,591	Closed	-$6.34K	–	530
2024 Q2	$6.34K	Buy	+52,591	New	+$6.34K	﹤0.01%	456