FPAS
Focus Partners Advisor Solutions’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,544
| Closed | -$647K | – | 1139 |
|
|
2025
Q1 | $647K | Buy |
5,544
+457
| +9% | +$53.3K | 0.01% | 514 |
|
|
2024
Q4 | $640K | Sell |
5,087
-270
| -5% | -$34K | 0.01% | 417 |
|
|
2024
Q3 | $558K | Buy |
5,357
+1,081
| +25% | +$113K | 0.01% | 422 |
|
|
2024
Q2 | $416K | Buy |
4,276
+882
| +26% | +$85.7K | 0.01% | 413 |
|
|
2024
Q1 | $320K | Buy |
3,394
+982
| +41% | +$92.5K | 0.01% | 448 |
|
|
2023
Q4 | $225K | Buy |
+2,412
| New | +$225K | 0.01% | 376 |
|