OA
Operose Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Hold |
7,607
| – | – | 0.3% | 44 |
|
|
2025
Q1 | $888K | Buy |
7,607
+250
| +3% | +$29.2K | 0.29% | 50 |
|
|
2024
Q4 | $925K | Sell |
7,357
-531
| -7% | -$66.8K | 0.32% | 42 |
|
|
2024
Q3 | $822K | Hold |
7,888
| – | – | 0.27% | 52 |
|
|
2024
Q2 | $767K | Hold |
7,888
| – | – | 0.27% | 48 |
|
|
2024
Q1 | $743K | Buy |
7,888
+4,100
| +108% | +$386K | 0.25% | 58 |
|
|
2023
Q4 | $353K | Sell |
3,788
-682
| -15% | -$63.6K | 0.14% | 73 |
|
|
2023
Q3 | $365K | Buy |
4,470
+959
| +27% | +$78.3K | 0.14% | 68 |
|
|
2023
Q2 | $300K | Buy |
3,511
+254
| +8% | +$21.7K | 0.14% | 62 |
|
|
2023
Q1 | $286K | Buy |
3,257
+1,128
| +53% | +$99.1K | 0.14% | 52 |
|
|
2022
Q4 | $181K | Sell |
2,129
-225
| -10% | -$19.1K | 0.1% | 75 |
|
|
2022
Q3 | $186K | Hold |
2,354
| – | – | 0.12% | 63 |
|
|
2022
Q2 | $179K | Hold |
2,354
| – | – | 0.13% | 64 |
|
|
2022
Q1 | $206K | Buy |
2,354
+230
| +11% | +$20.1K | 0.14% | 65 |
|
|
2021
Q4 | $209K | Buy |
+2,124
| New | +$209K | 0.17% | 57 |
|