Alta Advisers’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861K | Hold |
6,115
| – | – | 0.31% | 59 |
|
|
2025
Q1 | $713K | Buy |
6,115
+2,000
| +49% | +$233K | 0.3% | 68 |
|
|
2024
Q4 | $517K | Buy |
4,115
+515
| +14% | +$64.7K | 0.33% | 58 |
|
|
2024
Q3 | $375K | Hold |
3,600
| – | – | 0.17% | 71 |
|
|
2024
Q2 | $350K | Hold |
3,600
| – | – | 0.17% | 72 |
|
|
2024
Q1 | $339K | Hold |
3,600
| – | – | 0.17% | 73 |
|
|
2023
Q4 | $336K | Hold |
3,600
| – | – | 0.18% | 69 |
|
|
2023
Q3 | $294K | Hold |
3,600
| – | – | 0.17% | 67 |
|
|
2023
Q2 | $307K | Hold |
3,600
| – | – | 0.17% | 71 |
|
|
2023
Q1 | $316K | Hold |
3,600
| – | – | 0.19% | 65 |
|
|
2022
Q4 | $306K | Hold |
3,600
| – | – | 0.18% | 69 |
|
|
2022
Q3 | $284K | Buy |
+3,600
| New | +$284K | 0.18% | 61 |
|