DAS
Diversify Advisory Services’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
16,148
+7,688
| +91% | +$1.13M | 0.09% | 164 |
|
|
2025
Q1 | $983K | Sell |
8,460
-1,458
| -15% | -$169K | 0.06% | 220 |
|
|
2024
Q4 | $1.22M | Sell |
9,918
-559
| -5% | -$69K | 0.07% | 201 |
|
|
2024
Q3 | $1.24M | Buy |
10,477
+65
| +0.6% | +$7.69K | 0.07% | 219 |
|
|
2024
Q2 | $1.07M | Buy |
10,412
+92
| +0.9% | +$9.44K | 0.06% | 231 |
|
|
2024
Q1 | $965K | Buy |
+10,320
| New | +$965K | 0.06% | 259 |
|