Foundations Investment Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.3M | Buy |
264,872
+34,524
| +15% | +$4.86M | 0.59% | 49 |
|
|
2025
Q1 | $26.9M | Buy |
230,348
+158,403
| +220% | +$18.5M | 0.5% | 54 |
|
|
2024
Q4 | $9.04M | Buy |
71,945
+10,565
| +17% | +$1.33M | 0.17% | 116 |
|
|
2024
Q3 | $6.4M | Buy |
61,380
+8,610
| +16% | +$898K | 0.13% | 138 |
|
|
2024
Q2 | $5.13M | Sell |
52,770
-3,861
| -7% | -$375K | 0.12% | 133 |
|
|
2024
Q1 | $5.33M | Sell |
56,631
-2,752
| -5% | -$259K | 0.14% | 134 |
|
|
2023
Q4 | $5.16M | Buy |
59,383
+953
| +2% | +$82.7K | 0.14% | 119 |
|
|
2023
Q3 | $4.77M | Buy |
58,430
+3,538
| +6% | +$289K | 0.15% | 117 |
|
|
2023
Q2 | $4.69M | Buy |
54,892
+10,905
| +25% | +$931K | 0.16% | 94 |
|
|
2023
Q1 | $3.86M | Buy |
43,987
+6,525
| +17% | +$573K | 0.14% | 102 |
|
|
2022
Q4 | $3.18M | Buy |
37,462
+21,047
| +128% | +$1.79M | 0.13% | 88 |
|
|
2022
Q3 | $1.3M | Buy |
16,415
+4,681
| +40% | +$370K | 0.06% | 132 |
|
|
2022
Q2 | $885K | Buy |
11,734
+8,228
| +235% | +$621K | 0.04% | 164 |
|
|
2022
Q1 | $297K | Buy |
3,506
+119
| +4% | +$10.1K | 0.01% | 273 |
|
|
2021
Q4 | $349K | Hold |
3,387
| – | – | 0.01% | 249 |
|
|
2021
Q3 | $336K | Sell |
3,387
-1,863
| -35% | -$185K | 0.01% | 238 |
|
|
2021
Q2 | $474K | Buy |
5,250
+2,040
| +64% | +$184K | 0.02% | 171 |
|
|
2021
Q1 | $254K | Buy |
3,210
+61
| +2% | +$4.83K | 0.01% | 193 |
|
|
2020
Q4 | $237K | Buy |
+3,149
| New | +$237K | 0.02% | 165 |
|