Financial Life Planners’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	–	Sell	-887	Closed	-$103K	–	74
2025 Q1	$103K	Buy	887 +5	+0.6%	+$583	0.1%	81
2024 Q4	$111K	Buy	+882	New	+$111K	0.09%	71