AIA
Arbor Investment Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Buy |
5,398
+3
| +0.1% | +$423 | 0.1% | 46 |
|
|
2025
Q1 | $629K | Sell |
5,395
-28
| -0.5% | -$3.27K | 0.09% | 49 |
|
|
2024
Q4 | $682K | Sell |
5,423
-1,067
| -16% | -$134K | 0.1% | 46 |
|
|
2024
Q3 | $676K | Buy |
6,490
+1,030
| +19% | +$107K | 0.09% | 54 |
|
|
2024
Q2 | $531K | Sell |
5,460
-1,043
| -16% | -$101K | 0.08% | 52 |
|
|
2024
Q1 | $612K | Buy |
6,503
+14
| +0.2% | +$1.32K | 0.09% | 55 |
|
|
2023
Q4 | $605K | Sell |
6,489
-81
| -1% | -$7.55K | 0.09% | 51 |
|
|
2023
Q3 | $537K | Buy |
6,570
+15
| +0.2% | +$1.23K | 0.09% | 52 |
|
|
2023
Q2 | $560K | Sell |
6,555
-26
| -0.4% | -$2.22K | 0.1% | 53 |
|
|
2023
Q1 | $578K | Buy |
6,581
+12
| +0.2% | +$1.05K | 0.11% | 52 |
|
|
2022
Q4 | $558K | Buy |
6,569
+1,098
| +20% | +$93.3K | 0.11% | 53 |
|
|
2022
Q3 | $432K | Sell |
5,471
-1,071
| -16% | -$84.6K | 0.1% | 42 |
|
|
2022
Q2 | $498K | Buy |
6,542
+13
| +0.2% | +$990 | 0.11% | 52 |
|
|
2022
Q1 | $571K | Buy |
6,529
+9
| +0.1% | +$787 | 0.11% | 51 |
|
|
2021
Q4 | $640K | Sell |
6,520
-95
| -1% | -$9.33K | 0.12% | 47 |
|
|
2021
Q3 | $644K | Buy |
6,615
+10
| +0.2% | +$974 | 0.13% | 47 |
|
|
2021
Q2 | $606K | Buy |
6,605
+6
| +0.1% | +$550 | 0.13% | 51 |
|
|
2021
Q1 | $512K | Buy |
6,599
+1,512
| +30% | +$117K | 0.12% | 56 |
|
|
2020
Q4 | $349K | Sell |
5,087
-40
| -0.8% | -$2.74K | 0.08% | 67 |
|
|
2020
Q3 | $248K | Buy |
+5,127
| New | +$248K | 0.06% | 76 |
|