IAN
Integrated Advisors Network’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.04M | Buy |
57,089
+28,093
| +97% | +$3.96M | 0.36% | 62 |
|
|
2025
Q1 | $3.38M | Sell |
28,996
-41,124
| -59% | -$4.8M | 0.17% | 138 |
|
|
2024
Q4 | $8.82M | Sell |
70,120
-7,971
| -10% | -$1M | 0.42% | 47 |
|
|
2024
Q3 | $8.14M | Buy |
78,091
+1,158
| +2% | +$121K | 0.38% | 57 |
|
|
2024
Q2 | $7.48M | Buy |
76,933
+6,311
| +9% | +$613K | 0.38% | 60 |
|
|
2024
Q1 | $6.65M | Buy |
70,622
+37,856
| +116% | +$3.56M | 0.34% | 72 |
|
|
2023
Q4 | $3.06M | Sell |
32,766
-35,081
| -52% | -$3.27M | 0.17% | 160 |
|
|
2023
Q3 | $5.54M | Sell |
67,847
-1,967
| -3% | -$161K | 0.34% | 73 |
|
|
2023
Q2 | $5.96M | Sell |
69,814
-5,230
| -7% | -$447K | 0.34% | 70 |
|
|
2023
Q1 | $6.59M | Buy |
75,044
+37,723
| +101% | +$3.31M | 0.4% | 57 |
|
|
2022
Q4 | $3.17M | Sell |
37,321
-400
| -1% | -$34K | 0.2% | 142 |
|
|
2022
Q3 | $2.98M | Buy |
37,721
+3,628
| +11% | +$287K | 0.2% | 134 |
|
|
2022
Q2 | $2.59M | Buy |
34,093
+900
| +3% | +$68.5K | 0.17% | 159 |
|
|
2022
Q1 | $2.9M | Buy |
33,193
+8,186
| +33% | +$715K | 0.17% | 156 |
|
|
2021
Q4 | $2.46M | Buy |
25,007
+2,815
| +13% | +$276K | 0.14% | 162 |
|
|
2021
Q3 | $2.16M | Sell |
22,192
-43,491
| -66% | -$4.23M | 0.14% | 163 |
|
|
2021
Q2 | $6.02M | Buy |
65,683
+765
| +1% | +$70.1K | 0.44% | 44 |
|
|
2021
Q1 | $5.04M | Sell |
64,918
-7,684
| -11% | -$597K | 0.46% | 51 |
|
|
2020
Q4 | $4.98M | Sell |
72,602
-1,420
| -2% | -$97.3K | 0.55% | 39 |
|
|
2020
Q3 | $3.58M | Sell |
74,022
-3,033
| -4% | -$147K | 0.45% | 59 |
|
|
2020
Q2 | $3.72M | Buy |
77,055
+19,591
| +34% | +$946K | 0.44% | 56 |
|
|
2020
Q1 | $1.95M | Buy |
57,464
+698
| +1% | +$23.7K | 0.38% | 72 |
|
|
2019
Q4 | $2.9M | Buy |
+56,766
| New | +$2.9M | 0.39% | 77 |
|