DAS
Dynamic Advisor Solutions’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75M | Buy |
33,749
+903
| +3% | +$127K | 0.15% | 168 |
|
|
2025
Q1 | $3.83M | Buy |
32,846
+231
| +0.7% | +$27K | 0.13% | 187 |
|
|
2024
Q4 | $4.1M | Buy |
32,615
+17,766
| +120% | +$2.23M | 0.18% | 135 |
|
|
2024
Q3 | $1.55M | Sell |
14,849
-184
| -1% | -$19.2K | 0.05% | 349 |
|
|
2024
Q2 | $1.46M | Sell |
15,033
-1,262
| -8% | -$123K | 0.05% | 358 |
|
|
2024
Q1 | $1.53M | Buy |
16,295
+311
| +2% | +$29.3K | 0.05% | 349 |
|
|
2023
Q4 | $1.49M | Buy |
15,984
+1,757
| +12% | +$164K | 0.06% | 334 |
|
|
2023
Q3 | $1.16M | Buy |
14,227
+4,285
| +43% | +$350K | 0.05% | 320 |
|
|
2023
Q2 | $849K | Buy |
9,942
+2,744
| +38% | +$234K | 0.04% | 379 |
|
|
2023
Q1 | $632K | Buy |
7,198
+174
| +2% | +$15.3K | 0.04% | 415 |
|
|
2022
Q4 | $597K | Sell |
7,024
-28,364
| -80% | -$2.41M | 0.04% | 402 |
|
|
2022
Q3 | $2.8M | Buy |
35,388
+361
| +1% | +$28.5K | 0.21% | 117 |
|
|
2022
Q2 | $2.66M | Buy |
35,027
+367
| +1% | +$27.9K | 0.2% | 116 |
|
|
2022
Q1 | $3.03M | Buy |
34,660
+2,382
| +7% | +$208K | 0.21% | 108 |
|
|
2021
Q4 | $3.17M | Buy |
32,278
+833
| +3% | +$81.8K | 0.23% | 108 |
|
|
2021
Q3 | $3.06M | Buy |
31,445
+1,013
| +3% | +$98.6K | 0.23% | 104 |
|
|
2021
Q2 | $2.79M | Buy |
30,432
+1,858
| +7% | +$170K | 0.22% | 115 |
|
|
2021
Q1 | $2.22M | Buy |
28,574
+10,902
| +62% | +$847K | 0.21% | 120 |
|
|
2020
Q4 | $1.21M | Buy |
17,672
+896
| +5% | +$61.4K | 0.11% | 198 |
|
|
2020
Q3 | $811K | Buy |
16,776
+219
| +1% | +$10.6K | 0.09% | 238 |
|
|
2020
Q2 | $800K | Buy |
16,557
+4,724
| +40% | +$228K | 0.11% | 213 |
|
|
2020
Q1 | $402K | Sell |
11,833
-120
| -1% | -$4.08K | 0.07% | 276 |
|
|
2019
Q4 | $611K | Buy |
11,953
+1,675
| +16% | +$85.6K | 0.08% | 263 |
|
|
2019
Q3 | $439K | Sell |
10,278
-440
| -4% | -$18.8K | 0.07% | 297 |
|
|
2019
Q2 | $470K | Buy |
10,718
+570
| +6% | +$25K | 0.08% | 271 |
|
|
2019
Q1 | $428K | Hold |
10,148
| – | – | 0.08% | 247 |
|
|
2018
Q4 | $436K | Sell |
10,148
-468
| -4% | -$20.1K | 0.09% | 223 |
|
|
2018
Q3 | $494K | Buy |
+10,616
| New | +$494K | 0.1% | 222 |
|