IFG Advisors’s Morgan Stanley MS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.08M	Buy	7,632 +700	+10%	+$98.6K	0.18%	57
2025 Q1	$809K	Hold	6,932	–	–	0.16%	61
2024 Q4	$871K	Hold	6,932	–	–	0.17%	57
2024 Q3	$723K	Hold	6,932	–	–	0.15%	63
2024 Q2	$674K	Hold	6,932	–	–	0.16%	62
2024 Q1	$653K	Hold	6,932	–	–	0.17%	61
2023 Q4	$646K	Hold	6,932	–	–	0.19%	60
2023 Q3	$566K	Hold	6,932	–	–	0.2%	58
2023 Q2	$592K	Hold	6,932	–	–	0.21%	57
2023 Q1	$609K	Hold	6,932	–	–	0.24%	51
2022 Q4	$589K	Hold	6,932	–	–	0.26%	50
2022 Q3	$548K	Hold	6,932	–	–	0.28%	51
2022 Q2	$527K	Hold	6,932	–	–	0.27%	52
2022 Q1	$606K	Hold	6,932	–	–	0.27%	53
2021 Q4	$680K	Hold	6,932	–	–	0.29%	51
2021 Q3	$675K	Buy	6,932 +1,449	+26%	+$141K	0.31%	47
2021 Q2	$503K	Buy	5,483 +500	+10%	+$45.9K	0.24%	57
2021 Q1	$387K	Hold	4,983	–	–	0.21%	61
2020 Q4	$341K	Hold	4,983	–	–	0.21%	60
2020 Q3	$242K	Hold	4,983	–	–	0.17%	78
2020 Q2	$241K	Buy	+4,983	New	+$241K	0.19%	73
2020 Q1	–	Sell	-4,983	Closed	-$255K	–	90
2019 Q4	$255K	Hold	4,983	–	–	0.21%	53
2019 Q3	$213K	Buy	+4,983	New	+$213K	0.2%	62