GM Advisory Group’s Morgan Stanley MS Stock Holding History

GM Advisory Group’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.94M	Buy	20,847 +18,962	+1,006%	+$2.67M	0.15%	74
2025 Q1	$220K	Buy	1,885 +125	+7%	+$14.6K	0.01%	244
2024 Q4	$221K	Buy	+1,760	New	+$221K	0.01%	239
2024 Q3	–	Sell	-4,850	Closed	-$471K	–	264
2024 Q2	$471K	Buy	4,850 +267	+6%	+$26K	0.03%	154
2024 Q1	$432K	Sell	4,583 -969	-17%	-$91.2K	0.03%	157
2023 Q4	$518K	Buy	+5,552	New	+$518K	0.04%	144
2020 Q4	–	Sell	-20,560	Closed	-$994K	–	190
2020 Q3	$994K	Hold	20,560	–	–	0.15%	64
2020 Q2	$993K	Buy	+20,560	New	+$993K	0.18%	62
2020 Q1	–	Sell	-19,739	Closed	-$1.01M	–	136
2019 Q4	$1.01M	Buy	+19,739	New	+$1.01M	0.31%	32
2019 Q3	–	Sell	-20,060	Closed	-$879K	–	116
2019 Q2	$879K	Hold	20,060	–	–	0.28%	45
2019 Q1	$847K	Hold	20,060	–	–	0.28%	45
2018 Q4	$795K	Hold	20,060	–	–	0.3%	45
2018 Q3	$934K	Hold	20,060	–	–	0.29%	50
2018 Q2	$951K	Hold	20,060	–	–	0.28%	48
2018 Q1	$1.08M	Hold	20,060	–	–	0.33%	43
2017 Q4	$1.05M	Sell	20,060 -100	-0.5%	-$5.25K	0.29%	45
2017 Q3	$971K	Hold	20,160	–	–	0.3%	43
2017 Q2	$898K	Hold	20,160	–	–	0.28%	45
2017 Q1	$864K	Hold	20,160	–	–	0.3%	46
2016 Q4	$852K	Hold	20,160	–	–	0.3%	46
2016 Q3	$646K	Buy	20,160 +1,647	+9%	+$52.8K	0.24%	40
2016 Q2	$481K	Hold	18,513	–	–	0.18%	41
2016 Q1	$463K	Sell	18,513 -1,317	-7%	-$32.9K	0.2%	39
2015 Q4	$631K	Buy	19,830 +1,317	+7%	+$41.9K	0.32%	32
2015 Q3	$583K	Hold	18,513	–	–	0.3%	25
2015 Q2	$718K	Sell	18,513 -1,287	-7%	-$49.9K	0.28%	27
2015 Q1	$707K	Buy	19,800 +1,287	+7%	+$46K	0.29%	29
2014 Q4	$718K	Sell	18,513 -1,287	-7%	-$49.9K	0.39%	25
2014 Q3	$684K	Hold	19,800	–	–	0.51%	26
2014 Q2	$640K	Sell	19,800 -800	-4%	-$25.9K	0.56%	25
2014 Q1	$623K	Buy	20,600 +1,100	+6%	+$33.3K	0.48%	28
2013 Q4	$612K	Buy	+19,500	New	+$612K	0.63%	23