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Fi3 Financial Advisors’s Morgan Stanley MS Stock Holding History

Fi3 Financial Advisors’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$340K Sell
2,413
-107
-4% -$15.1K 0.12% 84
2025
Q1 		$294K Buy
2,520
+37
+1% +$4.32K 0.12% 80
2024
Q4 		$312K Sell
2,483
-107
-4% -$13.5K 0.12% 74
2024
Q3 		$270K Buy
+2,590
New +$270K 0.11% 76