AO
Advisor OS’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Buy |
3,753
+910
| +32% | +$128K | 0.05% | 247 |
|
|
2025
Q1 | $332K | Buy |
2,843
+154
| +6% | +$18K | 0.04% | 307 |
|
|
2024
Q4 | $338K | Buy |
2,689
+290
| +12% | +$36.5K | 0.04% | 295 |
|
|
2024
Q3 | $250K | Buy |
2,399
+123
| +5% | +$12.8K | 0.02% | 349 |
|
|
2024
Q2 | $221K | Buy |
+2,276
| New | +$221K | 0.02% | 353 |
|
|
2021
Q1 | – | Sell |
-3,429
| Closed | -$235K | – | 204 |
|
|
2020
Q4 | $235K | Buy |
+3,429
| New | +$235K | 0.06% | 124 |
|