Morgan Stanley’s Finance of America Companies FOA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.41M	Sell	84,849 -27,234	-24%	-$563K	﹤0.01%	4965
2025 Q4	$2.71M	Sell	112,083 -72,444	-39%	-$1.65M	﹤0.01%	4601
2025 Q3	$4.14M	Buy	184,527 +53,333	+41%	+$1.33M	﹤0.01%	4298
2025 Q2	$3.06M	Buy	131,194 +125,334	+2,139%	+$2.64M	﹤0.01%	4434
2025 Q1	$125K	Buy	5,860 +1,665	+40%	+$40.7K	﹤0.01%	5916
2024 Q4	$118K	Buy	4,195 +2,939	+234%	+$52.3K	﹤0.01%	5995
2024 Q3	$14.5K	Sell	1,256 -5,889	-82%	-$47.3K	﹤0.01%	6605
2024 Q2	$35.2K	Sell	7,145 -2,993	-30%	-$18.3K	﹤0.01%	6279
2024 Q1	$74.5K	Sell	10,138 -29,278	-74%	-$254K	﹤0.01%	6091
2023 Q4	$434K	Buy	39,416 +28,529	+262%	+$293K	﹤0.01%	5676
2023 Q3	$139K	Sell	10,887 -2,513	-19%	-$41.6K	﹤0.01%	5735
2023 Q2	$256K	Buy	13,400 +3,958	+42%	+$66.4K	﹤0.01%	5535
2023 Q1	$117K	Buy	9,442 +3,474	+58%	+$53K	﹤0.01%	5946
2022 Q4	$75.8K	Sell	5,968 -170	-3%	-$2.49K	﹤0.01%	6100
2022 Q3	$91K	Sell	6,138 -29,994	-83%	-$475K	﹤0.01%	6129
2022 Q2	$567K	Buy	36,132 +34,613	+2,279%	+$800K	﹤0.01%	5353
2022 Q1	$46K	Sell	1,519 -6,386	-81%	-$222K	﹤0.01%	6745
2021 Q4	$313K	Buy	7,905 +7,546	+2,102%	+$358K	﹤0.01%	5819
2021 Q3	$16K	Sell	359 -5,011	-93%	-$298K	﹤0.01%	7175
2021 Q2	$410K	Buy	+5,370	New	+$520K	﹤0.01%	5649