FOA
Five Oceans Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
3,069
+20
| +0.7% | +$2.82K | 0.18% | 75 |
|
|
2025
Q1 | $356K | Buy |
3,049
+28
| +0.9% | +$3.27K | 0.17% | 80 |
|
|
2024
Q4 | $380K | Buy |
3,021
+24
| +0.8% | +$3.02K | 0.17% | 81 |
|
|
2024
Q3 | $312K | Buy |
2,997
+1
| +0% | +$104 | 0.15% | 110 |
|
|
2024
Q2 | $291K | Sell |
2,996
-17
| -0.6% | -$1.65K | 0.15% | 114 |
|
|
2024
Q1 | $284K | Sell |
3,013
-9
| -0.3% | -$847 | 0.15% | 127 |
|
|
2023
Q4 | $282K | Buy |
3,022
+3
| +0.1% | +$280 | 0.16% | 115 |
|
|
2023
Q3 | $247K | Hold |
3,019
| – | – | 0.16% | 112 |
|
|
2023
Q2 | $258K | Sell |
3,019
-36
| -1% | -$3.07K | 0.17% | 114 |
|
|
2023
Q1 | $268K | Buy |
3,055
+38
| +1% | +$3.34K | 0.17% | 106 |
|
|
2022
Q4 | $257K | Sell |
3,017
-102
| -3% | -$8.67K | 0.18% | 112 |
|
|
2022
Q3 | $246K | Buy |
3,119
+142
| +5% | +$11.2K | 0.19% | 103 |
|
|
2022
Q2 | $226K | Sell |
2,977
-86
| -3% | -$6.53K | 0.17% | 109 |
|
|
2022
Q1 | $268K | Buy |
3,063
+62
| +2% | +$5.43K | 0.24% | 83 |
|
|
2021
Q4 | $295K | Buy |
3,001
+124
| +4% | +$12.2K | 0.26% | 79 |
|
|
2021
Q3 | $280K | Buy |
+2,877
| New | +$280K | 0.32% | 69 |
|