CIAS
CFS Investment Advisory Services’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
7,336
+1,253
| +21% | +$176K | 0.08% | 171 |
|
|
2025
Q1 | $710K | Sell |
6,083
-201
| -3% | -$23.5K | 0.06% | 189 |
|
|
2024
Q4 | $790K | Sell |
6,284
-76
| -1% | -$9.55K | 0.07% | 173 |
|
|
2024
Q3 | $663K | Sell |
6,360
-6,304
| -50% | -$657K | 0.06% | 185 |
|
|
2024
Q2 | $1.23M | Buy |
+12,664
| New | +$1.23M | 0.1% | 124 |
|
|
2023
Q3 | – | Sell |
-5,066
| Closed | -$433K | – | 217 |
|
|
2023
Q2 | $433K | Buy |
+5,066
| New | +$433K | 0.06% | 176 |
|
|
2022
Q2 | – | Sell |
-94,654
| Closed | -$1K | – | 416 |
|
|
2022
Q1 | $1K | Buy |
+94,654
| New | +$1K | ﹤0.01% | 369 |
|