FA
Fiduciary Alliance’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Sell |
98,486
-17,195
| -15% | -$2.42M | 1.03% | 18 |
|
|
2025
Q1 | $13.5M | Buy |
115,681
+18,658
| +19% | +$2.18M | 1.33% | 13 |
|
|
2024
Q4 | $12.2M | Buy |
97,023
+3,735
| +4% | +$470K | 1.23% | 14 |
|
|
2024
Q3 | $9.72M | Buy |
93,288
+10,773
| +13% | +$1.12M | 1.29% | 19 |
|
|
2024
Q2 | $8.22M | Buy |
82,515
+5,751
| +7% | +$573K | 1.33% | 20 |
|
|
2024
Q1 | $7.18M | Sell |
76,764
-1,523
| -2% | -$142K | 1.27% | 24 |
|
|
2023
Q4 | $7.3M | Sell |
78,287
-8,622
| -10% | -$804K | 1.44% | 22 |
|
|
2023
Q3 | $7.1M | Buy |
86,909
+2,097
| +2% | +$171K | 1.64% | 17 |
|
|
2023
Q2 | $7.24M | Buy |
84,812
+17,066
| +25% | +$1.46M | 1.56% | 20 |
|
|
2023
Q1 | $5.95M | Buy |
67,746
+6,544
| +11% | +$575K | 1.49% | 21 |
|
|
2022
Q4 | $5.2M | Buy |
+61,202
| New | +$5.2M | 1.35% | 22 |
|