Principia Wealth Advisory’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	$10K	Buy	71 +4	+6%	+$563	0.01%	164
2025 Q1	$7.48K	Buy	67 +34	+103%	+$3.8K	0.01%	144
2024 Q4	$4.15K	Buy	+33	New	+$4.15K	﹤0.01%	166