GA
Geller Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.96M | Sell |
55,388
-100
| -0.2% | -$12.6K | 0.46% | 17 |
|
|
2024
Q3 | $5.78M | Sell |
55,488
-864
| -2% | -$90.1K | 0.4% | 16 |
|
|
2024
Q2 | $5.48M | Sell |
56,352
-94
| -0.2% | -$9.14K | 0.41% | 17 |
|
|
2024
Q1 | $5.31M | Buy |
56,446
+163
| +0.3% | +$15.3K | 0.43% | 18 |
|
|
2023
Q4 | $5.25M | Buy |
56,283
+38
| +0.1% | +$3.54K | 0.51% | 15 |
|
|
2023
Q3 | $4.59M | Sell |
56,245
-687
| -1% | -$56.1K | 0.53% | 15 |
|
|
2023
Q2 | $4.86M | Buy |
56,932
+51,578
| +963% | +$4.4M | 0.61% | 13 |
|
|
2023
Q1 | $470K | Sell |
5,354
-897
| -14% | -$78.8K | 0.07% | 72 |
|
|
2022
Q4 | $531K | Buy |
6,251
+85
| +1% | +$7.23K | 0.09% | 51 |
|
|
2022
Q3 | $487K | Buy |
6,166
+1,372
| +29% | +$108K | 0.11% | 48 |
|
|
2022
Q2 | $365K | Sell |
4,794
-190
| -4% | -$14.5K | 0.08% | 73 |
|
|
2022
Q1 | $436K | Buy |
4,984
+166
| +3% | +$14.5K | 0.08% | 69 |
|
|
2021
Q4 | $473K | Hold |
4,818
| – | – | 0.09% | 63 |
|
|
2021
Q3 | $469K | Sell |
4,818
-85
| -2% | -$8.27K | 0.1% | 59 |
|
|
2021
Q2 | $450K | Sell |
4,903
-14
| -0.3% | -$1.29K | 0.1% | 55 |
|
|
2021
Q1 | $382K | Buy |
4,917
+2,436
| +98% | +$189K | 0.09% | 62 |
|
|
2020
Q4 | $310K | Buy |
+2,481
| New | +$310K | 0.08% | 73 |
|