First Foundation Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $674K | Sell |
4,786
-750
| -14% | -$106K | 0.03% | 219 |
|
|
2025
Q1 | $646K | Buy |
5,536
+24
| +0.4% | +$2.8K | 0.03% | 202 |
|
|
2024
Q4 | $693K | Sell |
5,512
-1,226
| -18% | -$154K | 0.03% | 198 |
|
|
2024
Q3 | $702K | Buy |
6,738
+621
| +10% | +$64.7K | 0.03% | 199 |
|
|
2024
Q2 | $595K | Sell |
6,117
-404
| -6% | -$39.3K | 0.02% | 210 |
|
|
2024
Q1 | $614K | Sell |
6,521
-181
| -3% | -$17K | 0.02% | 205 |
|
|
2023
Q4 | $625K | Sell |
6,702
-3,393
| -34% | -$316K | 0.03% | 210 |
|
|
2023
Q3 | $824K | Buy |
10,095
+1,300
| +15% | +$106K | 0.04% | 190 |
|
|
2023
Q2 | $751K | Buy |
8,795
+422
| +5% | +$36K | 0.03% | 201 |
|
|
2023
Q1 | $735K | Buy |
8,373
+2,524
| +43% | +$222K | 0.03% | 199 |
|
|
2022
Q4 | $497K | Buy |
5,849
+488
| +9% | +$41.5K | 0.02% | 246 |
|
|
2022
Q3 | $424K | Buy |
5,361
+1,424
| +36% | +$113K | 0.02% | 250 |
|
|
2022
Q2 | $299K | Sell |
3,937
-365
| -8% | -$27.7K | 0.01% | 313 |
|
|
2022
Q1 | $376K | Buy |
4,302
+856
| +25% | +$74.8K | 0.01% | 301 |
|
|
2021
Q4 | $338K | Buy |
3,446
+783
| +29% | +$76.8K | 0.01% | 329 |
|
|
2021
Q3 | $259K | Buy |
2,663
+59
| +2% | +$5.74K | 0.01% | 367 |
|
|
2021
Q2 | $239K | Buy |
+2,604
| New | +$239K | 0.01% | 396 |
|
|
2017
Q2 | – | Sell |
-16,326
| Closed | -$699K | – | 324 |
|
|
2017
Q1 | $699K | Buy |
+16,326
| New | +$699K | 0.04% | 174 |
|