FWIA
Fort Washington Investment Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.4M | Buy |
307,946
+7,644
| +3% | +$1.08M | 0.25% | 97 |
|
|
2025
Q1 | $35M | Buy |
300,302
+10,523
| +4% | +$1.23M | 0.22% | 109 |
|
|
2024
Q4 | $36.4M | Buy |
289,779
+285,496
| +6,666% | +$35.9M | 0.22% | 105 |
|
|
2024
Q3 | $446K | Sell |
4,283
-98
| -2% | -$10.2K | ﹤0.01% | 334 |
|
|
2024
Q2 | $426K | Buy |
4,381
+483
| +12% | +$46.9K | ﹤0.01% | 338 |
|
|
2024
Q1 | $367K | Sell |
3,898
-470
| -11% | -$44.3K | ﹤0.01% | 347 |
|
|
2023
Q4 | $407K | Sell |
4,368
-600
| -12% | -$56K | ﹤0.01% | 328 |
|
|
2023
Q3 | $406K | Sell |
4,968
-1,500
| -23% | -$123K | ﹤0.01% | 317 |
|
|
2023
Q2 | $552K | Sell |
6,468
-931
| -13% | -$79.5K | ﹤0.01% | 301 |
|
|
2023
Q1 | $650K | Hold |
7,399
| – | – | ﹤0.01% | 292 |
|
|
2022
Q4 | $629K | Sell |
7,399
-1,510
| -17% | -$128K | ﹤0.01% | 300 |
|
|
2022
Q3 | $704K | Sell |
8,909
-260
| -3% | -$20.5K | 0.01% | 300 |
|
|
2022
Q2 | $697K | Hold |
9,169
| – | – | 0.01% | 302 |
|
|
2022
Q1 | $801K | Hold |
9,169
| – | – | 0.01% | 336 |
|
|
2021
Q4 | $900K | Sell |
9,169
-138
| -1% | -$13.5K | 0.01% | 331 |
|
|
2021
Q3 | $906K | Sell |
9,307
-91
| -1% | -$8.86K | 0.01% | 322 |
|
|
2021
Q2 | $861K | Sell |
9,398
-725
| -7% | -$66.4K | 0.01% | 330 |
|
|
2021
Q1 | $787K | Sell |
10,123
-938
| -8% | -$72.9K | 0.01% | 334 |
|
|
2020
Q4 | $758K | Sell |
11,061
-240
| -2% | -$16.4K | 0.01% | 336 |
|
|
2020
Q3 | $547K | Hold |
11,301
| – | – | 0.01% | 361 |
|
|
2020
Q2 | $546K | Sell |
11,301
-895
| -7% | -$43.2K | 0.01% | 366 |
|
|
2020
Q1 | $415K | Hold |
12,196
| – | – | 0.01% | 350 |
|
|
2019
Q4 | $624K | Sell |
12,196
-100,274
| -89% | -$5.13M | 0.01% | 361 |
|
|
2019
Q3 | $4.8M | Sell |
112,470
-245
| -0.2% | -$10.5K | 0.05% | 219 |
|
|
2019
Q2 | $4.94M | Sell |
112,715
-527,065
| -82% | -$23.1M | 0.06% | 211 |
|
|
2019
Q1 | $27M | Hold |
639,780
| – | – | 0.3% | 81 |
|
|
2018
Q4 | $25.4M | Sell |
639,780
-2,277
| -0.4% | -$90.3K | 0.31% | 73 |
|
|
2018
Q3 | $29.9M | Sell |
642,057
-269,337
| -30% | -$12.5M | 0.29% | 72 |
|
|
2018
Q2 | $43.2M | Sell |
911,394
-232
| -0% | -$11K | 0.44% | 63 |
|
|
2018
Q1 | $49.2M | Sell |
911,626
-9,585
| -1% | -$517K | 0.51% | 52 |
|
|
2017
Q4 | $48.3M | Buy |
921,211
+888,571
| +2,722% | +$46.6M | 0.48% | 56 |
|
|
2017
Q3 | $1.57M | Buy |
+32,640
| New | +$1.57M | 0.02% | 255 |
|