Advyzon Investment Management’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	$535K	Buy	3,797 +109	+3%	+$15.4K	0.12%	165
2025 Q1	$430K	Sell	3,688 -510	-12%	-$59.5K	0.15%	129
2024 Q4	$528K	Buy	+4,198	New	+$528K	0.2%	100