Synergy Investment Management’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	-62	Closed	-$7.23K	–	387
2025 Q1	$7.23K	Hold	62	–	–	﹤0.01%	412
2024 Q4	$7.8K	Buy	+62	New	+$7.8K	﹤0.01%	413