Foundations Investment Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $45.6M | Buy |
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|
2025
Q2 | $37.3M | Buy |
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|
2025
Q1 | $26.9M | Buy |
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|
2024
Q4 | $9.04M | Buy |
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|
2024
Q3 | $6.4M | Buy |
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|
2024
Q2 | $5.13M | Sell |
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|
2024
Q1 | $5.33M | Sell |
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|
2023
Q4 | $5.16M | Buy |
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|
2023
Q3 | $4.77M | Buy |
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|
2023
Q2 | $4.69M | Buy |
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|
2023
Q1 | $3.86M | Buy |
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|
2022
Q4 | $3.18M | Buy |
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|
2022
Q3 | $1.3M | Buy |
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|
2022
Q2 | $885K | Buy |
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|
2022
Q1 | $297K | Buy |
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|
2021
Q4 | $349K | Hold |
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|
2021
Q3 | $336K | Sell |
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|
2021
Q2 | $474K | Buy |
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|
2021
Q1 | $254K | Buy |
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|
2020
Q4 | $237K | Buy |
|