Cetera Investment Advisers’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.8M | Buy |
221,331
+14,107
| +7% | +$1.96M | 0.05% | 372 |
|
|
2025
Q1 | $23.8M | Buy |
207,224
+15,737
| +8% | +$1.81M | 0.05% | 409 |
|
|
2024
Q4 | $24.1M | Buy |
191,487
+19,195
| +11% | +$2.41M | 0.05% | 371 |
|
|
2024
Q3 | $18M | Buy |
172,292
+19,077
| +12% | +$1.99M | 0.04% | 448 |
|
|
2024
Q2 | $14.8M | Sell |
153,215
-70,453
| -31% | -$6.81M | 0.03% | 501 |
|
|
2024
Q1 | $20.3M | Buy |
223,668
+119,633
| +115% | +$10.9M | 0.05% | 382 |
|
|
2023
Q4 | $9.62M | Buy |
104,035
+8,046
| +8% | +$744K | 0.08% | 238 |
|
|
2023
Q3 | $7.73M | Sell |
95,989
-2,979
| -3% | -$240K | 0.07% | 285 |
|
|
2023
Q2 | $8.13M | Buy |
98,968
+5,027
| +5% | +$413K | 0.07% | 270 |
|
|
2023
Q1 | $7.91M | Sell |
93,941
-8,979
| -9% | -$756K | 0.07% | 262 |
|
|
2022
Q4 | $8.43M | Buy |
102,920
+67,545
| +191% | +$5.53M | 0.08% | 243 |
|
|
2022
Q3 | $3K | Sell |
35,375
-46,402
| -57% | -$3.94K | ﹤0.01% | 1686 |
|
|
2022
Q2 | $6.04M | Sell |
81,777
-3,114
| -4% | -$230K | 0.1% | 225 |
|
|
2022
Q1 | $6.8M | Buy |
84,891
+4,816
| +6% | +$385K | 0.1% | 225 |
|
|
2021
Q4 | $7.13M | Sell |
80,075
-2,149
| -3% | -$191K | 0.1% | 218 |
|
|
2021
Q3 | $6.95M | Buy |
82,224
+17,656
| +27% | +$1.49M | 0.11% | 199 |
|
|
2021
Q2 | $5.92M | Sell |
64,568
-4,032
| -6% | -$370K | 0.1% | 233 |
|
|
2021
Q1 | $5.33M | Sell |
68,600
-6,617
| -9% | -$514K | 0.1% | 211 |
|
|
2020
Q4 | $4.56M | Buy |
75,217
+64,673
| +613% | +$3.92M | 0.09% | 245 |
|
|
2020
Q3 | $381K | Buy |
10,544
+5,955
| +130% | +$215K | 0.03% | 444 |
|
|
2020
Q2 | $220K | Buy |
+4,589
| New | +$220K | 0.02% | 554 |
|
|
2020
Q1 | – | Sell |
-5,192
| Closed | -$267K | – | 596 |
|
|
2019
Q4 | $267K | Buy |
5,192
+147
| +3% | +$7.56K | 0.03% | 475 |
|
|
2019
Q3 | $212K | Buy |
5,045
+139
| +3% | +$5.84K | 0.03% | 496 |
|
|
2019
Q2 | $213K | Buy |
+4,906
| New | +$213K | 0.03% | 476 |
|
|
2019
Q1 | – | Sell |
-5,867
| Closed | -$233K | – | 496 |
|
|
2018
Q4 | $233K | Sell |
5,867
-594
| -9% | -$23.6K | 0.04% | 395 |
|
|
2018
Q3 | $305K | Buy |
6,461
+639
| +11% | +$30.2K | 0.04% | 370 |
|
|
2018
Q2 | $278K | Buy |
+5,822
| New | +$278K | 0.05% | 339 |
|