LA
LM Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $860K | Buy |
6,104
+365
| +6% | +$51.4K | 0.11% | 93 |
|
|
2025
Q1 | $670K | Buy |
5,739
+18
| +0.3% | +$2.1K | 0.12% | 132 |
|
|
2024
Q4 | $719K | Hold |
5,721
| – | – | 0.13% | 111 |
|
|
2024
Q3 | $596K | Sell |
5,721
-6,000
| -51% | -$625K | 0.12% | 109 |
|
|
2024
Q2 | $1.14M | Sell |
11,721
-8,400
| -42% | -$816K | ﹤0.01% | 89 |
|
|
2024
Q1 | $1.9M | Sell |
20,121
-3,960
| -16% | -$373K | 0.3% | 68 |
|
|
2023
Q4 | $2.25M | Buy |
+24,081
| New | +$2.25M | 0.45% | 45 |
|