GF
Gries Financial’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,139
| Closed | -$250K | – | 314 |
|
|
2025
Q1 | $250K | Sell |
2,139
-18,354
| -90% | -$2.14M | 0.05% | 232 |
|
|
2024
Q4 | $2.58M | Sell |
20,493
-270
| -1% | -$33.9K | 0.46% | 44 |
|
|
2024
Q3 | $2.16M | Sell |
20,763
-5,232
| -20% | -$545K | 0.41% | 53 |
|
|
2024
Q2 | $2.53M | Buy |
25,995
+397
| +2% | +$38.6K | 0.52% | 44 |
|
|
2024
Q1 | $2.41M | Buy |
25,598
+1,154
| +5% | +$109K | 0.4% | 64 |
|
|
2023
Q4 | $2.28M | Sell |
24,444
-135
| -0.5% | -$12.6K | 0.5% | 45 |
|
|
2023
Q3 | $2.01M | Sell |
24,579
-2,731
| -10% | -$223K | 0.54% | 45 |
|
|
2023
Q2 | $2.33M | Sell |
27,310
-151
| -0.5% | -$12.9K | 0.64% | 39 |
|
|
2023
Q1 | $2.41M | Sell |
27,461
-2,928
| -10% | -$257K | 0.71% | 37 |
|
|
2022
Q4 | $2.58M | Buy |
30,389
+9,773
| +47% | +$831K | 0.86% | 37 |
|
|
2022
Q3 | $1.63M | Buy |
20,616
+3,151
| +18% | +$249K | 0.69% | 40 |
|
|
2022
Q2 | $1.33M | Buy |
17,465
+5,993
| +52% | +$456K | 0.63% | 50 |
|
|
2022
Q1 | $1M | Buy |
11,472
+3,575
| +45% | +$313K | 0.37% | 76 |
|
|
2021
Q4 | $775K | Sell |
7,897
-8,131
| -51% | -$798K | 0.32% | 84 |
|
|
2021
Q3 | $1.56M | Sell |
16,028
-1,560
| -9% | -$152K | 0.49% | 64 |
|
|
2021
Q2 | $1.69M | Sell |
17,588
-8,486
| -33% | -$817K | 0.54% | 57 |
|
|
2021
Q1 | $2.21M | Buy |
+26,074
| New | +$2.21M | 0.71% | 41 |
|