1IA
1834 Investment Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Hold |
2,295
| – | – | 0.04% | 186 |
|
|
2025
Q1 | $268K | Sell |
2,295
-1,829
| -44% | -$213K | 0.03% | 192 |
|
|
2024
Q4 | $518K | Sell |
4,124
-693
| -14% | -$87.1K | 0.07% | 157 |
|
|
2024
Q3 | $502K | Sell |
4,817
-2,729
| -36% | -$284K | 0.06% | 162 |
|
|
2024
Q2 | $733K | Sell |
7,546
-3,618
| -32% | -$352K | 0.09% | 140 |
|
|
2024
Q1 | $1.05M | Sell |
11,164
-17,121
| -61% | -$1.61M | 0.12% | 110 |
|
|
2023
Q4 | $2.64M | Sell |
28,285
-25,428
| -47% | -$2.37M | 0.32% | 71 |
|
|
2023
Q3 | $4.39M | Sell |
53,713
-10,289
| -16% | -$840K | 0.55% | 52 |
|
|
2023
Q2 | $5.47M | Sell |
64,002
-4,917
| -7% | -$420K | 0.65% | 45 |
|
|
2023
Q1 | $6.05M | Sell |
68,919
-2,549
| -4% | -$224K | 0.72% | 41 |
|
|
2022
Q4 | $6.08M | Sell |
71,468
-928
| -1% | -$78.9K | 0.87% | 36 |
|
|
2022
Q3 | $5.72M | Sell |
72,396
-462
| -0.6% | -$36.5K | 0.86% | 43 |
|
|
2022
Q2 | $5.54M | Buy |
72,858
+11,274
| +18% | +$858K | 0.78% | 43 |
|
|
2022
Q1 | $5.38M | Buy |
61,584
+1,582
| +3% | +$138K | 0.66% | 47 |
|
|
2021
Q4 | $5.89M | Buy |
60,002
+4,479
| +8% | +$440K | 0.67% | 51 |
|
|
2021
Q3 | $5.4M | Sell |
55,523
-114
| -0.2% | -$11.1K | 0.66% | 51 |
|
|
2021
Q2 | $5.1M | Buy |
55,637
+1,429
| +3% | +$131K | 0.62% | 55 |
|
|
2021
Q1 | $4.21M | Sell |
54,208
-2,543
| -4% | -$197K | 0.54% | 56 |
|
|
2020
Q4 | $3.89M | Buy |
56,751
+2,350
| +4% | +$161K | 0.52% | 57 |
|
|
2020
Q3 | $2.63M | Sell |
54,401
-87
| -0.2% | -$4.21K | 0.38% | 63 |
|
|
2020
Q2 | $2.63M | Buy |
54,488
+5,579
| +11% | +$269K | 0.42% | 58 |
|
|
2020
Q1 | $1.66M | Buy |
48,909
+47,405
| +3,152% | +$1.61M | 0.32% | 73 |
|
|
2019
Q4 | $77K | Hold |
1,504
| – | – | 0.01% | 251 |
|
|
2019
Q3 | $64K | Hold |
1,504
| – | – | 0.01% | 259 |
|
|
2019
Q2 | $66K | Sell |
1,504
-79
| -5% | -$3.47K | 0.01% | 259 |
|
|
2019
Q1 | $67K | Hold |
1,583
| – | – | 0.01% | 250 |
|
|
2018
Q4 | $63K | Sell |
1,583
-83
| -5% | -$3.3K | 0.01% | 249 |
|
|
2018
Q3 | $78K | Sell |
1,666
-79,527
| -98% | -$3.72M | 0.01% | 249 |
|
|
2018
Q2 | $3.85M | Sell |
81,193
-78,861
| -49% | -$3.74M | 0.6% | 58 |
|
|
2018
Q1 | $8.64M | Sell |
160,054
-7,828
| -5% | -$422K | 1.48% | 19 |
|
|
2017
Q4 | $8.81M | Buy |
167,882
+5,709
| +4% | +$300K | 1.39% | 22 |
|
|
2017
Q3 | $7.81M | Sell |
162,173
-5,401
| -3% | -$260K | 1.46% | 23 |
|
|
2017
Q2 | $7.47M | Buy |
167,574
+14,915
| +10% | +$665K | 1.41% | 21 |
|
|
2017
Q1 | $6.54M | Sell |
152,659
-17,615
| -10% | -$755K | 1.26% | 29 |
|
|
2016
Q4 | $7.19M | Buy |
170,274
+12,794
| +8% | +$541K | 1.45% | 23 |
|
|
2016
Q3 | $5.05M | Buy |
+157,480
| New | +$5.05M | 1.1% | 35 |
|