FAM
Fulcrum Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
+18,564
| New | +$1.86M | 1.43% | 16 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 126 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 161 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 71 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 72 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 80 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 69 |
|