CMA
Cedar Mountain Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Buy |
854
+5
| +0.6% | +$704 | 0.03% | 70 |
|
|
2025
Q1 | $99.1K | Sell |
849
-8
| -0.9% | -$934 | 0.02% | 70 |
|
|
2024
Q4 | $108K | Sell |
857
-28
| -3% | -$3.52K | 0.02% | 68 |
|
|
2024
Q3 | $92.3K | Buy |
885
+6
| +0.7% | +$626 | 0.02% | 67 |
|
|
2024
Q2 | $85.5K | Buy |
879
+5
| +0.6% | +$486 | 0.02% | 58 |
|
|
2024
Q1 | $82.3K | Buy |
874
+6
| +0.7% | +$565 | 0.02% | 59 |
|
|
2023
Q4 | $80.9K | Sell |
868
-119
| -12% | -$11.1K | 0.02% | 58 |
|
|
2023
Q3 | $80.6K | Buy |
987
+6
| +0.6% | +$490 | 0.02% | 61 |
|
|
2023
Q2 | $83.7K | Buy |
981
+6
| +0.6% | +$512 | 0.02% | 60 |
|
|
2023
Q1 | $85.6K | Buy |
975
+5
| +0.5% | +$439 | 0.03% | 57 |
|
|
2022
Q4 | $82.5K | Buy |
970
+6
| +0.6% | +$510 | 0.03% | 55 |
|
|
2022
Q3 | $76K | Buy |
964
+5
| +0.5% | +$394 | 0.03% | 59 |
|
|
2022
Q2 | $73K | Buy |
959
+5
| +0.5% | +$381 | 0.03% | 59 |
|
|
2022
Q1 | $83K | Buy |
954
+65
| +7% | +$5.66K | 0.02% | 62 |
|
|
2021
Q4 | $87K | Buy |
889
+4
| +0.5% | +$391 | 0.03% | 60 |
|
|
2021
Q3 | $86K | Buy |
885
+130
| +17% | +$12.6K | 0.03% | 58 |
|
|
2021
Q2 | $69K | Buy |
755
+2
| +0.3% | +$183 | 0.02% | 63 |
|
|
2021
Q1 | $59K | Buy |
753
+2
| +0.3% | +$157 | 0.02% | 63 |
|
|
2020
Q4 | $51K | Buy |
751
+4
| +0.5% | +$272 | 0.02% | 71 |
|
|
2020
Q3 | $36K | Buy |
747
+4
| +0.5% | +$193 | 0.01% | 79 |
|
|
2020
Q2 | $36K | Buy |
743
+87
| +13% | +$4.22K | 0.02% | 78 |
|
|
2020
Q1 | $22K | Buy |
+656
| New | +$22K | 0.01% | 85 |
|