CBIZ Investment Advisory Services’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	$75.8K	Buy	538 +327	+155%	+$46.1K	﹤0.01%	96
2025 Q1	$24.6K	Buy	211 +111	+111%	+$13K	﹤0.01%	200
2024 Q4	$12.6K	Buy	+100	New	+$12.6K	﹤0.01%	263