Independent Advisor Alliance’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63M | Sell |
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|
2025
Q1 | $4.95M | Sell |
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|
2024
Q4 | $5.44M | Buy |
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|
2024
Q3 | $3.78M | Sell |
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|
2024
Q2 | $3.61M | Buy |
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|
2024
Q1 | $3.47M | Sell |
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|
2023
Q4 | $3.45M | Sell |
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|
2023
Q3 | $3.14M | Sell |
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|
2023
Q2 | $3.44M | Buy |
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|
2023
Q1 | $3.03M | Sell |
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|
2022
Q4 | $341K | Buy |
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|
2022
Q3 | $3M | Buy |
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|
2022
Q2 | $2.4M | Sell |
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|
2022
Q1 | $2.81M | Buy |
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|
2021
Q4 | $2.6M | Buy |
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|
2021
Q3 | $2.45M | Buy |
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|
2021
Q2 | $1.89M | Buy |
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|
2021
Q1 | $1.37M | Sell |
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|
2020
Q4 | $1.23M | Buy |
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|
2020
Q3 | $743K | Buy |
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|
2020
Q2 | $670K | Sell |
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|
2020
Q1 | $833K | Sell |
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|
2019
Q4 | $1.45M | Sell |
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|
2019
Q3 | $1.27M | Buy |
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|
2019
Q2 | $1.25M | Buy |
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|
2019
Q1 | $1.14M | Buy |
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|
2018
Q4 | $845K | Sell |
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|
2018
Q3 | $2.01M | Buy |
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|
2018
Q2 | $1.75M | Buy |
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|
2018
Q1 | $684K | Buy |
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|
2017
Q4 | $447K | Buy |
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|
2017
Q3 | $298K | Buy |
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|
2017
Q2 | $258K | Buy |
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|
2017
Q1 | $222K | Buy |
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|
2016
Q4 | $208K | Buy |
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