Morgan Stanley’s AMES National ATLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.32M | Sell |
46,916
-6,425
| -12% | -$168K | ﹤0.01% | 5005 |
|
|
2025
Q4 | $1.22M | Buy |
53,341
+478
| +0.9% | +$10.3K | ﹤0.01% | 5080 |
|
|
2025
Q3 | $1.07M | Sell |
52,863
-2,291
| -4% | -$44.1K | ﹤0.01% | 5140 |
|
|
2025
Q2 | $982K | Buy |
55,154
+1,247
| +2% | +$21.7K | ﹤0.01% | 5108 |
|
|
2025
Q1 | $944K | Sell |
53,907
-11,019
| -17% | -$197K | ﹤0.01% | 5026 |
|
|
2024
Q4 | $1.07M | Sell |
64,926
-6,380
| -9% | -$110K | ﹤0.01% | 5056 |
|
|
2024
Q3 | $1.3M | Buy |
71,306
+8,703
| +14% | +$167K | ﹤0.01% | 4892 |
|
|
2024
Q2 | $1.28M | Sell |
62,603
-7,662
| -11% | -$153K | ﹤0.01% | 4821 |
|
|
2024
Q1 | $1.42M | Sell |
70,265
-74,669
| -52% | -$1.46M | ﹤0.01% | 4774 |
|
|
2023
Q4 | $3.09M | Buy |
144,934
+97,584
| +206% | +$1.79M | ﹤0.01% | 4690 |
|
|
2023
Q3 | $786K | Buy |
47,350
+294
| +0.6% | +$5.41K | ﹤0.01% | 4935 |
|
|
2023
Q2 | $848K | Sell |
47,056
-583
| -1% | -$11K | ﹤0.01% | 4930 |
|
|
2023
Q1 | $991K | Buy |
47,639
+13,736
| +41% | +$321K | ﹤0.01% | 4864 |
|
|
2022
Q4 | $800K | Buy |
33,903
+11,855
| +54% | +$269K | ﹤0.01% | 4987 |
|
|
2022
Q3 | $489K | Buy |
22,048
+1,616
| +8% | +$35.8K | ﹤0.01% | 5282 |
|
|
2022
Q2 | $453K | Buy |
20,432
+1,393
| +7% | +$32.4K | ﹤0.01% | 5469 |
|
|
2022
Q1 | $473K | Buy |
19,039
+4,957
| +35% | +$121K | ﹤0.01% | 5431 |
|
|
2021
Q4 | $345K | Buy |
14,082
+1,761
| +14% | +$42.6K | ﹤0.01% | 5766 |
|
|
2021
Q3 | $285K | Sell |
12,321
-9,258
| -43% | -$218K | ﹤0.01% | 5806 |
|
|
2021
Q2 | $530K | Buy |
21,579
+15,085
| +232% | +$381K | ﹤0.01% | 5486 |
|
|
2021
Q1 | $166K | Sell |
6,494
-22,107
| -77% | -$539K | ﹤0.01% | 5763 |
|
|
2020
Q4 | $686K | Buy |
28,601
+22,823
| +395% | +$484K | ﹤0.01% | 4881 |
|
|
2020
Q3 | $98K | Sell |
5,778
-2,119
| -27% | -$40.2K | ﹤0.01% | 5446 |
|
|
2020
Q2 | $156K | Buy |
7,897
+2,196
| +39% | +$42.9K | ﹤0.01% | 5190 |
|
|
2020
Q1 | $117K | Sell |
5,701
-11,234
| -66% | -$283K | ﹤0.01% | 5120 |
|
|
2019
Q4 | $476K | Buy |
16,935
+10,149
| +150% | +$282K | ﹤0.01% | 4954 |
|
|
2019
Q3 | $195K | Buy |
6,786
+1,518
| +29% | +$41.2K | ﹤0.01% | 5143 |
|
|
2019
Q2 | $143K | Sell |
5,268
-593
| -10% | -$16K | ﹤0.01% | 5170 |
|
|
2019
Q1 | $161K | Sell |
5,861
-15,658
| -73% | -$414K | ﹤0.01% | 5176 |
|
|
2018
Q4 | $548K | Sell |
21,519
-2,799
| -12% | -$76K | ﹤0.01% | 4730 |
|
|
2018
Q3 | $663K | Buy |
24,318
+1,763
| +8% | +$52.8K | ﹤0.01% | 4824 |
|
|
2018
Q2 | $696K | Sell |
22,555
-4,060
| -15% | -$119K | ﹤0.01% | 4873 |
|
|
2018
Q1 | $731K | Buy |
26,615
+3,535
| +15% | +$98.7K | ﹤0.01% | 4763 |
|
|
2017
Q4 | $642K | Buy |
23,080
+12,169
| +112% | +$359K | ﹤0.01% | 4834 |
|
|
2017
Q3 | $326K | Buy |
10,911
+3,459
| +46% | +$99.6K | ﹤0.01% | 5117 |
|
|
2017
Q2 | $228K | Sell |
7,452
-3,796
| -34% | -$116K | ﹤0.01% | 5268 |
|
|
2017
Q1 | $344K | Sell |
11,248
-13,684
| -55% | -$436K | ﹤0.01% | 5050 |
|
|
2016
Q4 | $823K | Buy |
24,932
+23,338
| +1,464% | +$697K | ﹤0.01% | 4613 |
|
|
2016
Q3 | $44K | Buy |
+1,594
| New | +$43.5K | ﹤0.01% | 5636 |
|
|
2016
Q1 | – | Sell |
-195
| Closed | -$5K | – | 6561 |
|
|
2015
Q4 | $5K | Sell |
195
-9,511
| -98% | -$234K | ﹤0.01% | 6369 |
|
|
2015
Q3 | $223K | Buy |
9,706
+9,608
| +9,804% | +$231K | ﹤0.01% | 5029 |
|
|
2015
Q2 | $2K | Sell |
98
-744
| -88% | -$18.5K | ﹤0.01% | 6505 |
|
|
2015
Q1 | $21K | Buy |
842
+33
| +4% | +$812 | ﹤0.01% | 6028 |
|
|
2014
Q4 | $21K | Buy |
809
+794
| +5,293% | +$19.3K | ﹤0.01% | 6034 |
|
|
2014
Q3 | $0 | Sell |
15
-2,304
| -99% | -$52.7K | ﹤0.01% | 6562 |
|
|
2014
Q2 | $54K | Sell |
2,319
-768
| -25% | -$17.1K | ﹤0.01% | 5741 |
|
|
2014
Q1 | $68K | Sell |
3,087
-2,109
| -41% | -$47K | ﹤0.01% | 5595 |
|
|
2013
Q4 | $116K | Buy |
+5,196
| New | +$116K | ﹤0.01% | 5291 |
|
Other funds holding ATLO
FL
VCM
EPCA
