LA
Legacy Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,113
| Closed | -$830K | – | 263 |
|
|
2025
Q1 | $830K | Buy |
7,113
+595
| +9% | +$69.4K | 0.09% | 188 |
|
|
2024
Q4 | $819K | Buy |
6,518
+779
| +14% | +$97.9K | 0.08% | 189 |
|
|
2024
Q3 | $598K | Buy |
5,739
+794
| +16% | +$82.8K | 0.06% | 222 |
|
|
2024
Q2 | $481K | Buy |
4,945
+1,197
| +32% | +$116K | 0.06% | 212 |
|
|
2024
Q1 | $353K | Buy |
3,748
+383
| +11% | +$36.1K | 0.04% | 235 |
|
|
2023
Q4 | $314K | Buy |
+3,365
| New | +$314K | 0.04% | 238 |
|
|
2019
Q2 | – | Sell |
-218
| Closed | -$9K | – | 405 |
|
|
2019
Q1 | $9K | Buy |
+218
| New | +$9K | ﹤0.01% | 337 |
|
|
2018
Q4 | – | Sell |
-417
| Closed | -$19K | – | 290 |
|
|
2018
Q3 | $19K | Hold |
417
| – | – | 0.01% | 301 |
|
|
2018
Q2 | $20K | Buy |
417
+199
| +91% | +$9.54K | 0.01% | 256 |
|
|
2018
Q1 | $12K | Hold |
218
| – | – | 0.01% | 252 |
|
|
2017
Q4 | $11K | Hold |
218
| – | – | 0.01% | 249 |
|
|
2017
Q3 | $10K | Buy |
+218
| New | +$10K | 0.01% | 221 |
|