Yardley Wealth 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	$222K	Buy	+1,576	New	+$222K	0.12%	40
2025 Q1	–	Sell	-6,304	Closed	-$724K	–	42
2024 Q4	$724K	Buy	+6,304	New	+$724K	0.35%	32