CIA
Concurrent Investment Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.83M | Buy |
41,400
+2,625
| +7% | +$370K | 0.11% | 193 |
|
|
2025
Q1 | $4.52M | Buy |
38,775
+21,657
| +127% | +$2.53M | 0.11% | 205 |
|
|
2024
Q4 | $2.15M | Sell |
17,118
-323
| -2% | -$40.6K | 0.06% | 305 |
|
|
2024
Q3 | $1.82M | Buy |
17,441
+1,717
| +11% | +$179K | 0.05% | 336 |
|
|
2024
Q2 | $1.53M | Buy |
15,724
+5,080
| +48% | +$494K | 0.05% | 339 |
|
|
2024
Q1 | $1M | Buy |
10,644
+934
| +10% | +$87.9K | 0.04% | 368 |
|
|
2023
Q4 | $905K | Buy |
+9,710
| New | +$905K | 0.04% | 350 |
|