AFS
Aft Forsyth & Sober’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
15,500
+600
| +4% | +$84.5K | 0.74% | 36 |
|
|
2025
Q1 | $1.74M | Buy |
14,900
+200
| +1% | +$23.3K | 0.61% | 46 |
|
|
2024
Q4 | $1.85M | Hold |
14,700
| – | – | 0.6% | 44 |
|
|
2024
Q3 | $1.53M | Hold |
14,700
| – | – | 0.5% | 57 |
|
|
2024
Q2 | $1.43M | Hold |
14,700
| – | – | 0.49% | 57 |
|
|
2024
Q1 | $1.38M | Hold |
14,700
| – | – | 0.49% | 62 |
|
|
2023
Q4 | $1.37M | Hold |
14,700
| – | – | 0.53% | 59 |
|
|
2023
Q3 | $1.2M | Hold |
14,700
| – | – | 0.51% | 56 |
|
|
2023
Q2 | $1.26M | Hold |
14,700
| – | – | 0.52% | 54 |
|
|
2023
Q1 | $1.29M | Hold |
14,700
| – | – | 0.65% | 48 |
|
|
2022
Q4 | $1.25M | Hold |
14,700
| – | – | 0.56% | 55 |
|
|
2022
Q3 | $1.16M | Hold |
14,700
| – | – | 0.56% | 52 |
|
|
2022
Q2 | $1.12M | Hold |
14,700
| – | – | 0.52% | 59 |
|
|
2022
Q1 | $1.29M | Hold |
14,700
| – | – | 0.51% | 63 |
|
|
2021
Q4 | $1.44M | Hold |
14,700
| – | – | 0.51% | 56 |
|
|
2021
Q3 | $1.43M | Buy |
14,700
+200
| +1% | +$19.5K | 0.54% | 51 |
|
|
2021
Q2 | $1.33M | Hold |
14,500
| – | – | 0.5% | 41 |
|
|
2021
Q1 | $1.13M | Buy |
14,500
+7,300
| +101% | +$567K | 0.46% | 49 |
|
|
2020
Q4 | $493K | Buy |
+7,200
| New | +$493K | 0.38% | 52 |
|