GIA
Gladstone Institutional Advisory’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $935K | Buy |
6,638
+262
| +4% | +$36.9K | 0.04% | 356 |
|
|
2025
Q1 | $744K | Buy |
6,376
+356
| +6% | +$41.5K | 0.03% | 384 |
|
|
2024
Q4 | $757K | Sell |
6,020
-94
| -2% | -$11.8K | 0.04% | 376 |
|
|
2024
Q3 | $637K | Buy |
6,114
+12
| +0.2% | +$1.25K | 0.03% | 396 |
|
|
2024
Q2 | $593K | Sell |
6,102
-32,904
| -84% | -$3.2M | 0.03% | 387 |
|
|
2024
Q1 | $3.67M | Sell |
39,006
-17,099
| -30% | -$1.61M | 0.2% | 139 |
|
|
2023
Q4 | $5.23M | Buy |
56,105
+27,879
| +99% | +$2.6M | 0.29% | 86 |
|
|
2023
Q3 | $2.31M | Buy |
28,226
+22,791
| +419% | +$1.86M | 0.15% | 172 |
|
|
2023
Q2 | $464K | Sell |
5,435
-6,868
| -56% | -$587K | 0.03% | 411 |
|
|
2023
Q1 | $1.08M | Buy |
12,303
+5,998
| +95% | +$527K | 0.07% | 270 |
|
|
2022
Q4 | $536K | Sell |
6,305
-1,043
| -14% | -$88.7K | 0.04% | 382 |
|
|
2022
Q3 | $581K | Sell |
7,348
-2,260
| -24% | -$179K | 0.05% | 365 |
|
|
2022
Q2 | $731K | Sell |
9,608
-5,129
| -35% | -$390K | 0.06% | 334 |
|
|
2022
Q1 | $1.29M | Buy |
14,737
+4,316
| +41% | +$377K | 0.09% | 246 |
|
|
2021
Q4 | $1.02M | Sell |
10,421
-13,774
| -57% | -$1.35M | 0.08% | 261 |
|
|
2021
Q3 | $2.35M | Buy |
24,195
+8,789
| +57% | +$855K | 0.23% | 127 |
|
|
2021
Q2 | $1.41M | Buy |
15,406
+950
| +7% | +$87.1K | 0.17% | 143 |
|
|
2021
Q1 | $1.12M | Buy |
14,456
+11,290
| +357% | +$877K | 0.17% | 130 |
|
|
2020
Q4 | $217K | Sell |
3,166
-2,484
| -44% | -$170K | 0.04% | 278 |
|
|
2020
Q3 | $273K | Buy |
+5,650
| New | +$273K | 0.07% | 219 |
|