FSA
Fort Sheridan Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Buy |
5,257
+1
| +0% | +$141 | 0.11% | 123 |
|
|
2025
Q1 | $613K | Buy |
5,256
+114
| +2% | +$13.3K | 0.09% | 135 |
|
|
2024
Q4 | $646K | Buy |
5,142
+1,401
| +37% | +$176K | 0.09% | 135 |
|
|
2024
Q3 | $390K | Buy |
3,741
+1,052
| +39% | +$110K | 0.06% | 180 |
|
|
2024
Q2 | $261K | Buy |
2,689
+42
| +2% | +$4.08K | 0.04% | 201 |
|
|
2024
Q1 | $249K | Buy |
2,647
+302
| +13% | +$28.4K | 0.05% | 171 |
|
|
2023
Q4 | $219K | Buy |
+2,345
| New | +$219K | 0.04% | 180 |
|
|
2023
Q1 | – | Sell |
-2,512
| Closed | -$214K | – | 197 |
|
|
2022
Q4 | $214K | Sell |
2,512
-398
| -14% | -$33.8K | 0.07% | 171 |
|
|
2022
Q3 | $230K | Buy |
2,910
+52
| +2% | +$4.11K | 0.08% | 160 |
|
|
2022
Q2 | $217K | Sell |
2,858
-478
| -14% | -$36.3K | 0.07% | 165 |
|
|
2022
Q1 | $292K | Buy |
3,336
+527
| +19% | +$46.1K | 0.09% | 148 |
|
|
2021
Q4 | $276K | Buy |
2,809
+740
| +36% | +$72.7K | 0.08% | 160 |
|
|
2021
Q3 | $201K | Buy |
+2,069
| New | +$201K | 0.07% | 176 |
|