IAS
IMA Advisory Services’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.1K | Buy |
398
+10
| +3% | +$1.41K | 0.01% | 224 |
|
|
2025
Q1 | $45.3K | Buy |
+388
| New | +$45.3K | 0.01% | 237 |
|
|
2024
Q4 | – | Sell |
-458
| Closed | -$47.7K | – | 238 |
|
|
2024
Q3 | $47.7K | Buy |
+458
| New | +$47.7K | 0.01% | 187 |
|
|
2023
Q4 | – | Sell |
-1,804
| Closed | -$147K | – | 196 |
|
|
2023
Q3 | $147K | Hold |
1,804
| – | – | 0.04% | 141 |
|
|
2023
Q2 | $154K | Sell |
1,804
-38
| -2% | -$3.25K | 0.04% | 139 |
|
|
2023
Q1 | $162K | Sell |
1,842
-381
| -17% | -$33.5K | 0.04% | 138 |
|
|
2022
Q4 | $189K | Sell |
2,223
-2
| -0.1% | -$170 | 0.05% | 138 |
|
|
2022
Q3 | $176K | Buy |
2,225
+259
| +13% | +$20.5K | 0.05% | 135 |
|
|
2022
Q2 | $150K | Sell |
1,966
-163
| -8% | -$12.4K | 0.04% | 151 |
|
|
2022
Q1 | $186K | Hold |
2,129
| – | – | 0.04% | 122 |
|
|
2021
Q4 | $209K | Sell |
2,129
-253
| -11% | -$24.8K | 0.05% | 125 |
|
|
2021
Q3 | $232K | Sell |
2,382
-7,185
| -75% | -$700K | 0.05% | 118 |
|
|
2021
Q2 | $877K | Buy |
9,567
+585
| +7% | +$53.6K | 0.2% | 93 |
|
|
2021
Q1 | $698K | Sell |
8,982
-38,104
| -81% | -$2.96M | 0.17% | 92 |
|
|
2020
Q4 | $3.23M | Buy |
47,086
+4,202
| +10% | +$288K | 0.9% | 35 |
|
|
2020
Q3 | $2.07M | Sell |
42,884
-38
| -0.1% | -$1.84K | 0.7% | 50 |
|
|
2020
Q2 | $2.07M | Buy |
42,922
+810
| +2% | +$39.1K | 0.75% | 51 |
|
|
2020
Q1 | $1.43M | Buy |
+42,112
| New | +$1.43M | 0.63% | 57 |
|
|
2019
Q2 | – | Sell |
-740
| Closed | -$31K | – | 299 |
|
|
2019
Q1 | $31K | Buy |
+740
| New | +$31K | 0.01% | 171 |
|
|
2018
Q3 | – | Sell |
-76
| Closed | -$4K | – | 415 |
|
|
2018
Q2 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 354 |
|