Wealth Alliance Advisory 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	–	Sell	-1,863	Closed	-$217K	–	196
2025 Q1	$217K	Sell	1,863 -97	-5%	-$11.3K	0.05%	179
2024 Q4	$246K	Hold	1,960	–	–	0.05%	162
2024 Q3	$204K	Buy	+1,960	New	+$204K	0.04%	178