IAIM
International Assets Investment Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-786,814
| Closed | -$2.22M | – | 876 |
|
|
2025
Q1 | $2.22M | Buy |
786,814
+72,838
| +10% | +$205K | 0.19% | 93 |
|
|
2024
Q4 | $2.14M | Buy |
+713,976
| New | +$2.14M | 0.18% | 101 |
|
|
2024
Q3 | – | Sell |
-817,081
| Closed | -$2.4M | – | 2346 |
|
|
2024
Q2 | $2.4M | Sell |
817,081
-91,317
| -10% | -$268K | 0.23% | 77 |
|
|
2024
Q1 | $2.4M | Buy |
+908,398
| New | +$2.4M | 0.25% | 79 |
|
|
2021
Q2 | – | Sell |
-59,810
| Closed | -$559K | – | 1354 |
|
|
2021
Q1 | $559K | Hold |
59,810
| – | – | 0.05% | 312 |
|
|
2020
Q4 | $559K | Buy |
+59,810
| New | +$559K | 0.1% | 182 |
|