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OmniStar Financial Group’s Morgan Stanley MS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,318
Closed -$272K 120
2025
Q1
$272K Sell
2,318
-12,795
-85% -$1.5M 0.21% 101
2024
Q4
$1.9M Buy
15,113
+155
+1% +$19.5K 1.53% 11
2024
Q3
$1.56M Buy
+14,958
New +$1.56M 1.17% 22
2020
Q4
Sell
-7,134
Closed -$345K 132
2020
Q3
$345K Buy
+7,134
New +$345K 0.26% 98