Evernest Financial Advisors’s Morgan Stanley MS Stock Holding History

Evernest Financial Advisors’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$890K	Sell
2025 Q2	$796K	Buy
2025 Q1	$557K	Sell
2024 Q4	$610K	Sell
2024 Q3	$518K	Sell
2024 Q2	$491K	Sell
2024 Q1	$458K	Buy
2023 Q4	$392K	Buy
2021 Q4	$359K	Buy