IFA
Interactive Financial Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Buy |
2,003
+3
| +0.2% | +$423 | 0.14% | 76 |
|
|
2025
Q1 | $233K | Hold |
2,000
| – | – | 0.12% | 80 |
|
|
2024
Q4 | $251K | Hold |
2,000
| – | – | 0.13% | 79 |
|
|
2024
Q3 | $208K | Buy |
+2,000
| New | +$208K | 0.11% | 88 |
|
|
2023
Q1 | – | Sell |
-2,000
| Closed | -$170K | – | 125 |
|
|
2022
Q4 | $170K | Hold |
2,000
| – | – | 0.1% | 92 |
|
|
2022
Q3 | $158K | Hold |
2,000
| – | – | 0.09% | 94 |
|
|
2022
Q2 | $152K | Hold |
2,000
| – | – | 0.08% | 87 |
|
|
2022
Q1 | $175K | Hold |
2,000
| – | – | 0.08% | 89 |
|
|
2021
Q4 | $196K | Hold |
2,000
| – | – | 0.07% | 85 |
|
|
2021
Q3 | $195K | Hold |
2,000
| – | – | 0.09% | 83 |
|
|
2021
Q2 | $183K | Hold |
2,000
| – | – | 0.07% | 89 |
|
|
2021
Q1 | $155K | Hold |
2,000
| – | – | 0.07% | 90 |
|
|
2020
Q4 | $137K | Hold |
2,000
| – | – | 0.06% | 86 |
|
|
2020
Q3 | $97K | Hold |
2,000
| – | – | 0.05% | 86 |
|
|
2020
Q2 | $97K | Hold |
2,000
| – | – | 0.05% | 85 |
|
|
2020
Q1 | $68K | Hold |
2,000
| – | – | 0.06% | 62 |
|
|
2019
Q4 | $102K | Hold |
2,000
| – | – | 0.05% | 93 |
|
|
2019
Q3 | $85K | Hold |
2,000
| – | – | 0.04% | 86 |
|
|
2019
Q2 | $88K | Hold |
2,000
| – | – | 0.04% | 94 |
|
|
2019
Q1 | $84K | Buy |
+2,000
| New | +$84K | 0.04% | 80 |
|