AG
Advocate Group’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
74,992
-1,908
| -2% | -$269K | 1.89% | 13 |
|
|
2025
Q1 | $8.97M | Sell |
76,900
-3,916
| -5% | -$457K | 1.64% | 19 |
|
|
2024
Q4 | $10.2M | Sell |
80,816
-3,549
| -4% | -$446K | 1.91% | 11 |
|
|
2024
Q3 | $8.79M | Buy |
84,365
+1,557
| +2% | +$162K | 1.59% | 22 |
|
|
2024
Q2 | $8.05M | Buy |
82,808
+1,095
| +1% | +$106K | 1.62% | 21 |
|
|
2024
Q1 | $7.69M | Buy |
81,713
+8,311
| +11% | +$783K | 1.53% | 23 |
|
|
2023
Q4 | $6.84M | Sell |
73,402
-1,591
| -2% | -$148K | 1.47% | 22 |
|
|
2023
Q3 | $6.12M | Buy |
74,993
+1,574
| +2% | +$129K | 1.42% | 25 |
|
|
2023
Q2 | $6.27M | Buy |
73,419
+1,895
| +3% | +$162K | 1.38% | 27 |
|
|
2023
Q1 | $6.28M | Sell |
71,524
-3,728
| -5% | -$327K | 1.37% | 28 |
|
|
2022
Q4 | $6.4M | Buy |
75,252
+3,052
| +4% | +$259K | 1.38% | 29 |
|
|
2022
Q3 | $5.71M | Buy |
72,200
+2,321
| +3% | +$183K | 1.41% | 27 |
|
|
2022
Q2 | $5.32M | Buy |
+69,879
| New | +$5.32M | 1.24% | 35 |
|