Souders Financial Advisors’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	$666K	Buy	4,731 +712	+18%	+$100K	0.08%	114
2025 Q1	$469K	Buy	4,019 +1,520	+61%	+$177K	0.07%	134
2024 Q4	$314K	Buy	+2,499	New	+$314K	0.04%	148