AC
ASB Consultores’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
+1,821
| New | +$257K | 0.17% | 109 |
|
|
2025
Q1 | – | Sell |
-4,812
| Closed | -$605K | – | 187 |
|
|
2024
Q4 | $605K | Sell |
4,812
-132
| -3% | -$16.6K | 0.25% | 63 |
|
|
2024
Q3 | $515K | Sell |
4,944
-392
| -7% | -$40.9K | 0.2% | 79 |
|
|
2024
Q2 | $519K | Sell |
5,336
-3,915
| -42% | -$380K | 0.19% | 71 |
|
|
2024
Q1 | $871K | Buy |
9,251
+6,503
| +237% | +$612K | 0.23% | 69 |
|
|
2023
Q4 | $256K | Sell |
2,748
-2,158
| -44% | -$201K | 0.09% | 84 |
|
|
2023
Q3 | $401K | Sell |
4,906
-1,104
| -18% | -$90.2K | 0.16% | 66 |
|
|
2023
Q2 | $513K | Sell |
6,010
-849
| -12% | -$72.5K | 0.25% | 74 |
|
|
2023
Q1 | $602K | Buy |
6,859
+2,363
| +53% | +$207K | 0.24% | 55 |
|
|
2022
Q4 | $382K | Buy |
+4,496
| New | +$382K | 0.16% | 96 |
|
|
2022
Q2 | – | Sell |
-3,641
| Closed | -$318K | – | 211 |
|
|
2022
Q1 | $318K | Sell |
3,641
-23
| -0.6% | -$2.01K | 0.13% | 143 |
|
|
2021
Q4 | $360K | Buy |
+3,664
| New | +$360K | 0.18% | 126 |
|