ML
McAdam LLC’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
+1,707
| New | +$240K | 0.01% | 333 |
|
|
2025
Q1 | – | Sell |
-1,691
| Closed | -$213K | – | 370 |
|
|
2024
Q4 | $213K | Buy |
+1,691
| New | +$213K | 0.01% | 331 |
|
|
2018
Q4 | – | Sell |
-299
| Closed | -$14K | – | 415 |
|
|
2018
Q3 | $14K | Hold |
299
| – | – | 0.01% | 304 |
|
|
2018
Q2 | $14K | Sell |
299
-51
| -15% | -$2.39K | 0.01% | 296 |
|
|
2018
Q1 | $19K | Buy |
+350
| New | +$19K | 0.01% | 249 |
|