LI
LMCG Investments’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
85,141
+3,283
| +4% | +$462K | 0.75% | 42 |
|
|
2025
Q1 | $9.55M | Buy |
81,858
+1,068
| +1% | +$125K | 0.63% | 51 |
|
|
2024
Q4 | $10.2M | Buy |
80,790
+47,544
| +143% | +$5.98M | 0.62% | 54 |
|
|
2024
Q3 | $3.47M | Buy |
33,246
+7,384
| +29% | +$770K | 0.21% | 115 |
|
|
2024
Q2 | $2.51M | Buy |
25,862
+782
| +3% | +$76K | 0.15% | 126 |
|
|
2024
Q1 | $2.36M | Sell |
25,080
-900
| -3% | -$84.7K | 0.14% | 132 |
|
|
2023
Q4 | $2.42M | Sell |
25,980
-1,347
| -5% | -$126K | 0.15% | 134 |
|
|
2023
Q3 | $2.23M | Sell |
27,327
-1,026
| -4% | -$83.8K | 0.15% | 140 |
|
|
2023
Q2 | $2.42M | Sell |
28,353
-556
| -2% | -$47.5K | 0.16% | 139 |
|
|
2023
Q1 | $2.54M | Sell |
28,909
-652
| -2% | -$57.2K | 0.17% | 133 |
|
|
2022
Q4 | $2.51M | Sell |
29,561
-891
| -3% | -$75.8K | 0.18% | 137 |
|
|
2022
Q3 | $2.41M | Sell |
30,452
-610
| -2% | -$48.2K | 0.18% | 143 |
|
|
2022
Q2 | $2.36M | Buy |
+31,062
| New | +$2.36M | 0.16% | 142 |
|