Talon Private Wealth’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	$2.57M	Buy	18,249 +1,557	+9%	+$219K	0.35%	45
2025 Q1	$1.98M	Buy	16,692 +16,306	+4,224%	+$1.94M	0.27%	65
2024 Q4	$48.5K	Buy	386 +366	+1,830%	+$46K	0.01%	155
2024 Q3	$2.09K	Buy	+20	New	+$2.09K	﹤0.01%	259