GFPC
Global Financial Private Client’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,334
| Closed | -$156K | – | 1078 |
|
|
2025
Q1 | $156K | Buy |
1,334
+39
| +3% | +$4.55K | 0.06% | 221 |
|
|
2024
Q4 | $163K | Buy |
1,295
+15
| +1% | +$1.89K | 0.06% | 215 |
|
|
2024
Q3 | $133K | Sell |
1,280
-14,566
| -92% | -$1.52M | 0.05% | 230 |
|
|
2024
Q2 | $1.54M | Buy |
15,846
+14,882
| +1,544% | +$1.45M | 0.64% | 38 |
|
|
2024
Q1 | $90.2K | Hold |
964
| – | – | 0.04% | 250 |
|
|
2023
Q4 | $89.9K | Sell |
964
-86
| -8% | -$8.02K | 0.04% | 243 |
|
|
2023
Q3 | $84.4K | Hold |
1,050
| – | – | 0.04% | 230 |
|
|
2023
Q2 | $90.7K | Sell |
1,050
-40
| -4% | -$3.46K | 0.04% | 229 |
|
|
2023
Q1 | $95K | Buy |
1,090
+106
| +11% | +$9.24K | 0.05% | 217 |
|
|
2022
Q4 | $83.7K | Buy |
984
+20
| +2% | +$1.7K | 0.05% | 218 |
|
|
2022
Q3 | $77.5K | Sell |
964
-56
| -5% | -$4.5K | 0.04% | 219 |
|
|
2022
Q2 | $78.3K | Hold |
1,020
| – | – | 0.04% | 217 |
|
|
2022
Q1 | $88.7K | Sell |
1,020
-6,112
| -86% | -$532K | 0.04% | 208 |
|
|
2021
Q4 | $700K | Buy |
7,132
+1,131
| +19% | +$111K | 0.34% | 71 |
|
|
2021
Q3 | $594K | Buy |
6,001
+5,037
| +523% | +$499K | 0.31% | 85 |
|
|
2021
Q2 | $88.7K | Hold |
964
| – | – | 0.05% | 192 |
|
|
2021
Q1 | $75.4K | Hold |
964
| – | – | 0.05% | 175 |
|
|
2020
Q4 | $66.1K | Hold |
964
| – | – | 0.05% | 169 |
|
|
2020
Q3 | $45.6K | Hold |
964
| – | – | 0.04% | 200 |
|
|
2020
Q2 | $45.9K | Hold |
964
| – | – | 0.04% | 220 |
|
|
2020
Q1 | $30.5K | Hold |
964
| – | – | 0.03% | 268 |
|
|
2019
Q4 | $49.3K | Buy |
+964
| New | +$49.3K | 0.04% | 242 |
|