GAM
Grandview Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
+1,508
| New | +$212K | 0.07% | 129 |
|
|
2022
Q2 | – | Sell |
-2,454
| Closed | -$215K | – | 133 |
|
|
2022
Q1 | $215K | Buy |
+2,454
| New | +$215K | 0.09% | 133 |
|
|
2021
Q2 | – | Sell |
-1,404
| Closed | -$109K | – | 314 |
|
|
2021
Q1 | $109K | Buy |
+1,404
| New | +$109K | 0.06% | 151 |
|