HGA
Hobbs Group Advisors’s Morgan Stanley MS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $435K | Buy |
3,091
+10
| +0.3% | +$1.41K | 0.15% | 103 |
|
2025
Q1 | $359K | Buy |
3,081
+6
| +0.2% | +$700 | 0.14% | 108 |
|
2024
Q4 | $387K | Buy |
3,075
+10
| +0.3% | +$1.26K | 0.15% | 103 |
|
2024
Q3 | $320K | Sell |
3,065
-116
| -4% | -$12.1K | 0.11% | 112 |
|
2024
Q2 | $309K | Buy |
+3,181
| New | +$309K | 0.12% | 113 |
|
2023
Q4 | $340K | Buy |
+3,650
| New | +$340K | 0.15% | 96 |
|