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Iron Gate Global Advisors’s Morgan Stanley MS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$331K Buy
2,351
+254
+12% +$35.8K 0.04% 63
2025
Q1
$245K Buy
2,097
+5
+0.2% +$583 0.03% 75
2024
Q4
$263K Hold
2,092
0.04% 73
2024
Q3
$218K Hold
2,092
0.03% 83
2024
Q2
$203K Buy
+2,092
New +$203K 0.03% 85
2022
Q1
Sell
-2,257
Closed -$233K 106
2021
Q4
$233K Sell
2,257
-35
-2% -$3.61K 0.05% 95
2021
Q3
$222K Buy
+2,292
New +$222K 0.06% 95
2018
Q4
Sell
-2,146
Closed -$94K 147
2018
Q3
$94K Buy
+2,146
New +$94K 0.06% 91