IAA
Independent Advisor Alliance’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63M | Sell |
39,935
-2,493
| -6% | -$351K | 0.16% | 104 |
|
|
2025
Q1 | $4.95M | Sell |
42,428
-858
| -2% | -$100K | 0.16% | 105 |
|
|
2024
Q4 | $5.44M | Buy |
43,286
+7,069
| +20% | +$889K | 0.07% | 252 |
|
|
2024
Q3 | $3.78M | Sell |
36,217
-890
| -2% | -$92.8K | 0.14% | 132 |
|
|
2024
Q2 | $3.61M | Buy |
37,107
+303
| +0.8% | +$29.4K | 0.12% | 141 |
|
|
2024
Q1 | $3.47M | Sell |
36,804
-222
| -0.6% | -$20.9K | 0.13% | 143 |
|
|
2023
Q4 | $3.45M | Sell |
37,026
-1,402
| -4% | -$131K | 0.12% | 135 |
|
|
2023
Q3 | $3.14M | Sell |
38,428
-1,823
| -5% | -$149K | 0.14% | 134 |
|
|
2023
Q2 | $3.44M | Buy |
40,251
+5,763
| +17% | +$492K | 0.15% | 128 |
|
|
2023
Q1 | $3.03M | Sell |
34,488
-5,074
| -13% | -$445K | 0.15% | 132 |
|
|
2022
Q4 | $341K | Buy |
39,562
+1,636
| +4% | +$14.1K | 0.12% | 105 |
|
|
2022
Q3 | $3M | Buy |
37,926
+6,420
| +20% | +$507K | 0.17% | 116 |
|
|
2022
Q2 | $2.4M | Sell |
31,506
-631
| -2% | -$48K | 0.13% | 139 |
|
|
2022
Q1 | $2.81M | Buy |
32,137
+5,668
| +21% | +$495K | 0.14% | 139 |
|
|
2021
Q4 | $2.6M | Buy |
26,469
+1,301
| +5% | +$128K | 0.13% | 133 |
|
|
2021
Q3 | $2.45M | Buy |
25,168
+4,523
| +22% | +$440K | 0.14% | 136 |
|
|
2021
Q2 | $1.89M | Buy |
20,645
+2,982
| +17% | +$273K | 0.1% | 176 |
|
|
2021
Q1 | $1.37M | Sell |
17,663
-231
| -1% | -$17.9K | 0.08% | 199 |
|
|
2020
Q4 | $1.23M | Buy |
17,894
+2,527
| +16% | +$173K | 0.08% | 181 |
|
|
2020
Q3 | $743K | Buy |
15,367
+1,490
| +11% | +$72K | 0.06% | 229 |
|
|
2020
Q2 | $670K | Sell |
13,877
-10,627
| -43% | -$513K | 0.07% | 214 |
|
|
2020
Q1 | $833K | Sell |
24,504
-3,769
| -13% | -$128K | 0.12% | 139 |
|
|
2019
Q4 | $1.45M | Sell |
28,273
-1,521
| -5% | -$77.7K | 0.06% | 295 |
|
|
2019
Q3 | $1.27M | Buy |
29,794
+1,159
| +4% | +$49.4K | 0.16% | 126 |
|
|
2019
Q2 | $1.26M | Buy |
28,635
+1,652
| +6% | +$72.4K | 0.18% | 115 |
|
|
2019
Q1 | $1.14M | Buy |
26,983
+5,676
| +27% | +$240K | 0.16% | 128 |
|
|
2018
Q4 | $845K | Sell |
21,307
-33,234
| -61% | -$1.32M | 0.15% | 137 |
|
|
2018
Q3 | $2.01M | Buy |
54,541
+6,408
| +13% | +$237K | 0.36% | 63 |
|
|
2018
Q2 | $1.75M | Buy |
48,133
+35,046
| +268% | +$1.27M | 0.36% | 68 |
|
|
2018
Q1 | $684K | Buy |
13,087
+4,643
| +55% | +$243K | 0.15% | 155 |
|
|
2017
Q4 | $447K | Buy |
8,444
+2,405
| +40% | +$127K | 0.1% | 191 |
|
|
2017
Q3 | $298K | Buy |
6,039
+422
| +8% | +$20.8K | 0.08% | 213 |
|
|
2017
Q2 | $258K | Buy |
5,617
+296
| +6% | +$13.6K | 0.08% | 206 |
|
|
2017
Q1 | $222K | Buy |
5,321
+431
| +9% | +$18K | 0.04% | 355 |
|
|
2016
Q4 | $208K | Buy |
+4,890
| New | +$208K | 0.09% | 172 |
|