AFG
Albion Financial Group’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.18M | Buy |
65,170
+487
| +0.8% | +$68.6K | 0.6% | 45 |
|
|
2025
Q1 | $7.55M | Sell |
64,683
-596
| -0.9% | -$69.5K | 0.53% | 51 |
|
|
2024
Q4 | $8.21M | Sell |
65,279
-1,188
| -2% | -$149K | 0.56% | 42 |
|
|
2024
Q3 | $6.93M | Sell |
66,467
-64
| -0.1% | -$6.67K | 0.48% | 47 |
|
|
2024
Q2 | $6.47M | Sell |
66,531
-1,150
| -2% | -$112K | 0.49% | 43 |
|
|
2024
Q1 | $6.37M | Buy |
67,681
+2,026
| +3% | +$191K | 0.49% | 44 |
|
|
2023
Q4 | $6.12M | Sell |
65,655
-912
| -1% | -$85K | 0.5% | 42 |
|
|
2023
Q3 | $5.44M | Buy |
66,567
+6,067
| +10% | +$495K | 0.5% | 44 |
|
|
2023
Q2 | $5.17M | Buy |
60,500
+4,880
| +9% | +$417K | 0.45% | 51 |
|
|
2023
Q1 | $4.88M | Sell |
55,620
-296
| -0.5% | -$26K | 0.45% | 50 |
|
|
2022
Q4 | $4.75M | Buy |
55,916
+1,055
| +2% | +$89.7K | 0.46% | 51 |
|
|
2022
Q3 | $4.34M | Buy |
54,861
+937
| +2% | +$74K | 0.45% | 50 |
|
|
2022
Q2 | $4.1M | Buy |
53,924
+1,494
| +3% | +$114K | 0.41% | 56 |
|
|
2022
Q1 | $4.58M | Buy |
52,430
+3,115
| +6% | +$272K | 0.39% | 54 |
|
|
2021
Q4 | $4.84M | Buy |
49,315
+1,150
| +2% | +$113K | 0.38% | 57 |
|
|
2021
Q3 | $4.69M | Buy |
48,165
+32
| +0.1% | +$3.11K | 0.41% | 57 |
|
|
2021
Q2 | $4.41M | Buy |
+48,133
| New | +$4.41M | 0.38% | 60 |
|
|
2020
Q4 | $3.13M | Buy |
45,629
+2,118
| +5% | +$145K | 0.31% | 69 |
|
|
2020
Q3 | $2.1M | Buy |
43,511
+641
| +1% | +$31K | 0.23% | 69 |
|
|
2020
Q2 | $2.07M | Buy |
42,870
+1,825
| +4% | +$88.2K | 0.24% | 65 |
|
|
2020
Q1 | $1.4M | Buy |
41,045
+4,700
| +13% | +$160K | 0.2% | 69 |
|
|
2019
Q4 | $1.86M | Buy |
36,345
+635
| +2% | +$32.5K | 0.22% | 72 |
|
|
2019
Q3 | $1.52M | Buy |
35,710
+154
| +0.4% | +$6.57K | 0.2% | 77 |
|
|
2019
Q2 | $1.56M | Sell |
35,556
-840
| -2% | -$36.8K | 0.2% | 79 |
|
|
2019
Q1 | $1.54M | Buy |
36,396
+2,070
| +6% | +$87.4K | 0.21% | 81 |
|
|
2018
Q4 | $1.36M | Buy |
34,326
+1,782
| +5% | +$70.7K | 0.21% | 81 |
|
|
2018
Q3 | $1.52M | Sell |
32,544
-3,600
| -10% | -$168K | 0.21% | 76 |
|
|
2018
Q2 | $1.71M | Buy |
36,144
+4,585
| +15% | +$217K | 0.25% | 70 |
|
|
2018
Q1 | $1.7M | Buy |
31,559
+773
| +3% | +$41.7K | 0.26% | 66 |
|
|
2017
Q4 | $1.62M | Buy |
30,786
+2,720
| +10% | +$143K | 0.25% | 68 |
|
|
2017
Q3 | $1.35M | Buy |
28,066
+14,695
| +110% | +$708K | 0.21% | 76 |
|
|
2017
Q2 | $596K | Buy |
13,371
+1,000
| +8% | +$44.6K | 0.1% | 110 |
|
|
2017
Q1 | $530K | Buy |
+12,371
| New | +$530K | 0.08% | 115 |
|