Investor's Fiduciary Advisor Network’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	$674K	Buy	4,789 +1,045	+28%	+$147K	0.25%	102
2025 Q1	$436K	Sell	3,744 -1,051	-22%	-$122K	0.21%	117
2024 Q4	$602K	Buy	+4,795	New	+$602K	0.23%	103