GIA
GHP Investment Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
1,516
-350
| -19% | -$49.3K | 0.01% | 373 |
|
|
2025
Q1 | $218K | Hold |
1,866
| – | – | 0.01% | 367 |
|
|
2024
Q4 | $235K | Sell |
1,866
-29
| -2% | -$3.65K | 0.01% | 366 |
|
|
2024
Q3 | $198K | Buy |
1,895
+15
| +0.8% | +$1.56K | 0.01% | 384 |
|
|
2024
Q2 | $183K | Sell |
1,880
-121
| -6% | -$11.8K | 0.01% | 378 |
|
|
2024
Q1 | $188K | Hold |
2,001
| – | – | 0.01% | 381 |
|
|
2023
Q4 | $187K | Sell |
2,001
-442
| -18% | -$41.2K | 0.01% | 380 |
|
|
2023
Q3 | $190K | Buy |
2,443
+142
| +6% | +$11K | 0.01% | 372 |
|
|
2023
Q2 | $202K | Sell |
2,301
-590
| -20% | -$51.7K | 0.01% | 372 |
|
|
2023
Q1 | $254K | Hold |
2,891
| – | – | 0.02% | 348 |
|
|
2022
Q4 | $246K | Hold |
2,891
| – | – | 0.02% | 354 |
|
|
2022
Q3 | $228K | Buy |
2,891
+87
| +3% | +$6.86K | 0.02% | 342 |
|
|
2022
Q2 | $213K | Buy |
2,804
+213
| +8% | +$16.2K | 0.02% | 344 |
|
|
2022
Q1 | $226K | Sell |
2,591
-1,415
| -35% | -$123K | 0.01% | 346 |
|
|
2021
Q4 | $393K | Hold |
4,006
| – | – | 0.03% | 264 |
|
|
2021
Q3 | $390K | Hold |
4,006
| – | – | 0.03% | 248 |
|
|
2021
Q2 | $367K | Hold |
4,006
| – | – | 0.03% | 249 |
|
|
2021
Q1 | $311K | Hold |
4,006
| – | – | 0.03% | 255 |
|
|
2020
Q4 | $275K | Buy |
+4,006
| New | +$275K | 0.03% | 256 |
|
|
2020
Q1 | – | Sell |
-4,723
| Closed | -$241K | – | 293 |
|
|
2019
Q4 | $241K | Buy |
+4,723
| New | +$241K | 0.03% | 284 |
|
|
2018
Q4 | – | Sell |
-4,393
| Closed | -$205K | – | 295 |
|
|
2018
Q3 | $205K | Sell |
4,393
-70
| -2% | -$3.27K | 0.03% | 296 |
|
|
2018
Q2 | $212K | Buy |
4,463
+250
| +6% | +$11.9K | 0.03% | 282 |
|
|
2018
Q1 | $227K | Buy |
4,213
+1
| +0% | +$54 | 0.03% | 274 |
|
|
2017
Q4 | $221K | Buy |
4,212
+1
| +0% | +$52 | 0.03% | 285 |
|
|
2017
Q3 | $203K | Buy |
+4,211
| New | +$203K | 0.03% | 288 |
|
|
2017
Q2 | – | Sell |
-6,209
| Closed | -$266K | – | 302 |
|
|
2017
Q1 | $266K | Buy |
+6,209
| New | +$266K | 0.05% | 262 |
|