ONGA
O'Neil Global Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,842
| Closed | -$357K | – | 37 |
|
|
2024
Q4 | $357K | Sell |
2,842
-5,158
| -64% | -$648K | 0.1% | 36 |
|
|
2024
Q3 | $834K | Buy |
+8,000
| New | +$834K | 0.21% | 42 |
|
|
2021
Q4 | – | Sell |
-4,318
| Closed | -$420K | – | 84 |
|
|
2021
Q3 | $420K | Sell |
4,318
-1,682
| -28% | -$164K | 0.32% | 57 |
|
|
2021
Q2 | $550K | Sell |
6,000
-1,600
| -21% | -$147K | 0.17% | 62 |
|
|
2021
Q1 | $590K | Buy |
+7,600
| New | +$590K | 0.57% | 33 |
|