LFAS
Level Four Advisory Services’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Buy |
107,514
+1,123
| +1% | +$158K | 0.56% | 30 |
|
|
2025
Q1 | $12.4M | Sell |
106,391
-6,979
| -6% | -$814K | 0.51% | 32 |
|
|
2024
Q4 | $14.3M | Buy |
113,370
+4,007
| +4% | +$504K | 0.58% | 30 |
|
|
2024
Q3 | $12.7M | Buy |
109,363
+3,820
| +4% | +$444K | 0.54% | 31 |
|
|
2024
Q2 | $10.3M | Buy |
105,543
+54,776
| +108% | +$5.32M | 0.46% | 38 |
|
|
2024
Q1 | $4.73M | Buy |
50,767
+3,101
| +7% | +$289K | 0.26% | 102 |
|
|
2023
Q4 | $4.44M | Buy |
47,666
+1,223
| +3% | +$114K | 0.25% | 109 |
|
|
2023
Q3 | $3.79M | Buy |
46,443
+1,181
| +3% | +$96.5K | 0.24% | 108 |
|
|
2023
Q2 | $3.87M | Buy |
45,262
+1,685
| +4% | +$144K | 0.23% | 105 |
|
|
2023
Q1 | $3.83M | Buy |
43,577
+2,092
| +5% | +$184K | 0.25% | 98 |
|
|
2022
Q4 | $3.53M | Sell |
41,485
-3,630
| -8% | -$309K | 0.26% | 90 |
|
|
2022
Q3 | $3.57M | Sell |
45,115
-392
| -0.9% | -$31K | 0.35% | 76 |
|
|
2022
Q2 | $3.46M | Buy |
45,507
+2,160
| +5% | +$164K | 0.33% | 85 |
|
|
2022
Q1 | $3.79M | Buy |
43,347
+1,103
| +3% | +$96.4K | 0.3% | 91 |
|
|
2021
Q4 | $4.15M | Sell |
42,244
-852
| -2% | -$83.6K | 0.32% | 83 |
|
|
2021
Q3 | $4.19M | Sell |
43,096
-3,911
| -8% | -$381K | 0.44% | 58 |
|
|
2021
Q2 | $4.31M | Buy |
47,007
+341
| +0.7% | +$31.3K | 0.3% | 76 |
|
|
2021
Q1 | $3.62M | Buy |
46,666
+2,069
| +5% | +$161K | 0.28% | 91 |
|
|
2020
Q4 | $3.06M | Sell |
44,597
-3,985
| -8% | -$273K | 0.25% | 110 |
|
|
2020
Q3 | $2.35M | Sell |
48,582
-4,841
| -9% | -$234K | 0.18% | 130 |
|
|
2020
Q2 | $2.58M | Buy |
53,423
+3,992
| +8% | +$192K | 0.2% | 126 |
|
|
2020
Q1 | $1.68M | Buy |
49,431
+2,934
| +6% | +$99.7K | 0.2% | 123 |
|
|
2019
Q4 | $13M | Buy |
46,497
+7,654
| +20% | +$2.14M | 0.51% | 54 |
|
|
2019
Q3 | $1.66M | Buy |
38,843
+1,939
| +5% | +$82.8K | 0.17% | 138 |
|
|
2019
Q2 | $1.62M | Sell |
36,904
-563
| -2% | -$24.7K | 0.16% | 141 |
|
|
2019
Q1 | $1.58M | Buy |
37,467
+1,555
| +4% | +$65.6K | 0.17% | 137 |
|
|
2018
Q4 | $1.42M | Sell |
35,912
-2,366
| -6% | -$93.8K | 0.18% | 125 |
|
|
2018
Q3 | $1.78M | Buy |
38,278
+3,358
| +10% | +$156K | 0.19% | 126 |
|
|
2018
Q2 | $1.66M | Buy |
34,920
+2,714
| +8% | +$129K | 0.12% | 167 |
|
|
2018
Q1 | $1.74M | Sell |
32,206
-1,807
| -5% | -$97.5K | 0.13% | 148 |
|
|
2017
Q4 | $1.79M | Buy |
34,013
+2,439
| +8% | +$128K | 0.14% | 136 |
|
|
2017
Q3 | $1.52M | Buy |
31,574
+14,896
| +89% | +$718K | 0.13% | 146 |
|
|
2017
Q2 | $696K | Sell |
16,678
-12,094
| -42% | -$505K | 0.11% | 203 |
|
|
2017
Q1 | $1.21M | Buy |
28,772
+1,656
| +6% | +$69.9K | 0.12% | 173 |
|
|
2016
Q4 | $1.15M | Buy |
+27,116
| New | +$1.15M | 0.15% | 153 |
|