AIMC
Alley Investment Management Company’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.73M | Buy |
69,088
+6,619
| +11% | +$932K | 1.18% | 36 |
|
|
2025
Q1 | $7.29M | Buy |
62,469
+26,763
| +75% | +$3.12M | 0.91% | 45 |
|
|
2024
Q4 | $4.49M | Sell |
35,706
-333
| -0.9% | -$41.9K | 0.57% | 53 |
|
|
2024
Q3 | $3.76M | Hold |
36,039
| – | – | 0.48% | 57 |
|
|
2024
Q2 | $3.5M | Hold |
36,039
| – | – | 0.48% | 56 |
|
|
2024
Q1 | $3.39M | Hold |
36,039
| – | – | 0.47% | 56 |
|
|
2023
Q4 | $3.36M | Hold |
36,039
| – | – | 0.49% | 55 |
|
|
2023
Q3 | $2.94M | Hold |
36,039
| – | – | 0.5% | 56 |
|
|
2023
Q2 | $3.08M | Hold |
36,039
| – | – | 0.5% | 57 |
|
|
2023
Q1 | $3.16M | Hold |
36,039
| – | – | 0.53% | 57 |
|
|
2022
Q4 | $3.06M | Buy |
+36,039
| New | +$3.06M | 0.53% | 57 |
|
|
2022
Q2 | – | Sell |
-2,314
| Closed | -$202K | – | 81 |
|
|
2022
Q1 | $202K | Buy |
+2,314
| New | +$202K | 0.03% | 81 |
|