AssuredPartners Investment Advisors’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	$204K	Sell	1,450 -331	-19%	-$46.6K	0.05%	232
2025 Q1	$208K	Sell	1,781 -77	-4%	-$8.98K	0.04%	308
2024 Q4	$234K	Buy	+1,858	New	+$234K	0.05%	300