First Foundation Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $959K | Buy |
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|
2025
Q2 | $674K | Sell |
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|
2025
Q1 | $646K | Buy |
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|
2024
Q4 | $693K | Sell |
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|
2024
Q3 | $702K | Buy |
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|
2024
Q2 | $595K | Sell |
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|
2024
Q1 | $614K | Sell |
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|
2023
Q4 | $625K | Sell |
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|
2023
Q3 | $824K | Buy |
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|
2023
Q2 | $751K | Buy |
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|
2023
Q1 | $735K | Buy |
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|
2022
Q4 | $497K | Buy |
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|
2022
Q3 | $424K | Buy |
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|
2022
Q2 | $299K | Sell |
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|
2022
Q1 | $376K | Buy |
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|
2021
Q4 | $338K | Buy |
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|
2021
Q3 | $259K | Buy |
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|
2021
Q2 | $239K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $699K | Buy |
|