LA
LexAurum Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,179
| Closed | -$838K | – | 366 |
|
|
2025
Q1 | $838K | Sell |
7,179
-60
| -0.8% | -$7K | 0.16% | 130 |
|
|
2024
Q4 | $910K | Buy |
7,239
+572
| +9% | +$71.9K | 0.18% | 114 |
|
|
2024
Q3 | $695K | Sell |
6,667
-159
| -2% | -$16.6K | 0.15% | 125 |
|
|
2024
Q2 | $663K | Sell |
6,826
-172
| -2% | -$16.7K | 0.16% | 123 |
|
|
2024
Q1 | $659K | Sell |
6,998
-8
| -0.1% | -$753 | 0.17% | 123 |
|
|
2023
Q4 | $653K | Sell |
7,006
-122
| -2% | -$11.4K | 0.17% | 124 |
|
|
2023
Q3 | $582K | Buy |
+7,128
| New | +$582K | 0.17% | 125 |
|