AMBIA
Allen Mooney & Barnes Investment Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
2,200
-247
| -10% | -$34.8K | 0.05% | 128 |
|
|
2025
Q1 | $286K | Sell |
2,447
-107
| -4% | -$12.5K | 0.05% | 132 |
|
|
2024
Q4 | $321K | Buy |
2,554
+3
| +0.1% | +$377 | 0.05% | 123 |
|
|
2024
Q3 | $266K | Buy |
2,551
+104
| +4% | +$10.8K | 0.05% | 135 |
|
|
2024
Q2 | $238K | Sell |
2,447
-57
| -2% | -$5.54K | 0.04% | 141 |
|
|
2024
Q1 | $217K | Buy |
2,504
+11
| +0.4% | +$955 | 0.04% | 151 |
|
|
2023
Q4 | $232K | Buy |
2,493
+5
| +0.2% | +$466 | 0.04% | 145 |
|
|
2023
Q3 | $203K | Buy |
2,488
+4
| +0.2% | +$327 | 0.04% | 143 |
|
|
2023
Q2 | $212K | Buy |
2,484
+68
| +3% | +$5.81K | 0.05% | 139 |
|
|
2023
Q1 | $212K | Sell |
2,416
-127
| -5% | -$11.2K | 0.05% | 126 |
|
|
2022
Q4 | $216K | Buy |
2,543
+3
| +0.1% | +$255 | 0.05% | 126 |
|
|
2022
Q3 | $201K | Buy |
+2,540
| New | +$201K | 0.05% | 128 |
|
|
2022
Q2 | – | Sell |
-2,532
| Closed | -$221K | – | 145 |
|
|
2022
Q1 | $221K | Buy |
+2,532
| New | +$221K | 0.05% | 142 |
|