ARC
Advisor Resource Council’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,896
| Closed | -$437K | – | 413 |
|
|
2025
Q1 | $437K | Buy |
+3,896
| New | +$437K | 0.04% | 385 |
|
|
2024
Q1 | – | Sell |
-6,813
| Closed | -$635K | – | 393 |
|
|
2023
Q4 | $635K | Buy |
+6,813
| New | +$635K | 0.07% | 240 |
|
|
2022
Q3 | – | Sell |
-4,398
| Closed | -$335K | – | 354 |
|
|
2022
Q2 | $335K | Buy |
+4,398
| New | +$335K | 0.03% | 362 |
|
|
2022
Q1 | – | Sell |
-5,439
| Closed | -$534K | – | 404 |
|
|
2021
Q4 | $534K | Buy |
+5,439
| New | +$534K | 0.04% | 321 |
|
|
2021
Q3 | – | Sell |
-3,976
| Closed | -$364K | – | 371 |
|
|
2021
Q2 | $364K | Buy |
+3,976
| New | +$364K | 0.04% | 362 |
|