AAM
Aureus Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.5M | Buy |
53,247
+40
| +0.1% | +$5.63K | 0.48% | 37 |
|
|
2025
Q1 | $6.21M | Sell |
53,207
-210
| -0.4% | -$24.5K | 0.44% | 42 |
|
|
2024
Q4 | $6.72M | Sell |
53,417
-3,742
| -7% | -$470K | 0.43% | 39 |
|
|
2024
Q3 | $5.96M | Buy |
57,159
+617
| +1% | +$64.3K | 0.39% | 48 |
|
|
2024
Q2 | $5.5M | Sell |
56,542
-328
| -0.6% | -$31.9K | 0.38% | 45 |
|
|
2024
Q1 | $5.35M | Buy |
56,870
+4,255
| +8% | +$401K | 0.37% | 47 |
|
|
2023
Q4 | $4.91M | Buy |
52,615
+4,629
| +10% | +$432K | 0.36% | 45 |
|
|
2023
Q3 | $3.92M | Sell |
47,986
-11,212
| -19% | -$916K | 0.31% | 55 |
|
|
2023
Q2 | $5.06M | Buy |
59,198
+1,481
| +3% | +$126K | 0.38% | 44 |
|
|
2023
Q1 | $5.07M | Buy |
57,717
+2,651
| +5% | +$233K | 0.4% | 43 |
|
|
2022
Q4 | $4.68M | Buy |
55,066
+3,911
| +8% | +$333K | 0.4% | 43 |
|
|
2022
Q3 | $4.04M | Buy |
51,155
+3,202
| +7% | +$253K | 0.35% | 47 |
|
|
2022
Q2 | $3.65M | Buy |
47,953
+15,395
| +47% | +$1.17M | 0.29% | 47 |
|
|
2022
Q1 | $2.85M | Buy |
32,558
+3,319
| +11% | +$290K | 0.19% | 60 |
|
|
2021
Q4 | $2.87M | Buy |
29,239
+4,598
| +19% | +$451K | 0.18% | 65 |
|
|
2021
Q3 | $2.4M | Buy |
+24,641
| New | +$2.4M | 0.16% | 69 |
|