FA
Fiducient Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Buy |
2,839
+11
| +0.4% | +$1.55K | 0.05% | 105 |
|
|
2025
Q1 | $330K | Sell |
2,828
-70
| -2% | -$8.17K | 0.04% | 120 |
|
|
2024
Q4 | $364K | Buy |
2,898
+70
| +2% | +$8.8K | 0.05% | 112 |
|
|
2024
Q3 | $295K | Sell |
2,828
-321
| -10% | -$33.5K | 0.03% | 116 |
|
|
2024
Q2 | $306K | Sell |
3,149
-73
| -2% | -$7.1K | 0.04% | 114 |
|
|
2024
Q1 | $303K | Sell |
3,222
-99
| -3% | -$9.32K | 0.06% | 103 |
|
|
2023
Q4 | $310K | Sell |
3,321
-15
| -0.4% | -$1.4K | 0.06% | 100 |
|
|
2023
Q3 | $272K | Buy |
+3,336
| New | +$272K | 0.02% | 96 |
|