HHGA
Halbert Hargrove Global Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Sell |
71
-24
| -25% | -$3.38K | ﹤0.01% | 221 |
|
|
2025
Q1 | $11.1K | Buy |
95
+24
| +34% | +$2.8K | ﹤0.01% | 223 |
|
|
2024
Q4 | $8.93K | Buy |
+71
| New | +$8.93K | ﹤0.01% | 221 |
|
|
2023
Q2 | – | Sell |
-2,737
| Closed | -$240K | – | 136 |
|
|
2023
Q1 | $240K | Sell |
2,737
-359
| -12% | -$31.5K | 0.02% | 134 |
|
|
2022
Q4 | $263K | Sell |
3,096
-194
| -6% | -$16.5K | 0.02% | 116 |
|
|
2022
Q3 | $260K | Sell |
3,290
-18
| -0.5% | -$1.42K | 0.02% | 116 |
|
|
2022
Q2 | $251K | Buy |
3,308
+1
| +0% | +$76 | 0.02% | 122 |
|
|
2022
Q1 | $289K | Sell |
3,307
-6
| -0.2% | -$524 | 0.02% | 115 |
|
|
2021
Q4 | $325K | Buy |
3,313
+51
| +2% | +$5K | 0.02% | 104 |
|
|
2021
Q3 | $317K | Sell |
3,262
-15
| -0.5% | -$1.46K | 0.02% | 95 |
|
|
2021
Q2 | $300K | Sell |
3,277
-18
| -0.5% | -$1.65K | 0.02% | 109 |
|
|
2021
Q1 | $256K | Buy |
3,295
+19
| +0.6% | +$1.48K | 0.02% | 104 |
|
|
2020
Q4 | $224K | Buy |
+3,276
| New | +$224K | 0.02% | 103 |
|
|
2019
Q3 | – | Sell |
-8,736
| Closed | -$383K | – | 78 |
|
|
2019
Q2 | $383K | Buy |
+8,736
| New | +$383K | 0.1% | 38 |
|
|
2019
Q1 | – | Sell |
-8,622
| Closed | -$342K | – | 61 |
|
|
2018
Q4 | $342K | Buy |
8,622
+14
| +0.2% | +$555 | 0.08% | 47 |
|
|
2018
Q3 | $401K | Sell |
8,608
-111
| -1% | -$5.17K | 0.1% | 36 |
|
|
2018
Q2 | $413K | Sell |
8,719
-33
| -0.4% | -$1.56K | 0.11% | 35 |
|
|
2018
Q1 | $472K | Buy |
+8,752
| New | +$472K | 0.13% | 29 |
|
|
2014
Q3 | – | Sell |
-6,555
| Closed | -$212K | – | 158 |
|
|
2014
Q2 | $212K | Buy |
+6,555
| New | +$212K | 0.06% | 115 |
|
|
2014
Q1 | – | Sell |
-7,138
| Closed | -$224K | – | 133 |
|
|
2013
Q4 | $224K | Sell |
7,138
-4,031
| -36% | -$126K | 0.07% | 115 |
|
|
2013
Q3 | $301K | Buy |
11,169
+356
| +3% | +$9.59K | 0.1% | 84 |
|
|
2013
Q2 | $264K | Buy |
+10,813
| New | +$264K | 0.1% | 92 |
|