QFA
Quantum Financial Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Hold |
3,342
| – | – | 0.06% | 96 |
|
|
2025
Q1 | $390K | Hold |
3,342
| – | – | 0.06% | 102 |
|
|
2024
Q4 | $420K | Sell |
3,342
-93
| -3% | -$11.7K | 0.06% | 99 |
|
|
2024
Q3 | $358K | Sell |
3,435
-132
| -4% | -$13.8K | 0.06% | 109 |
|
|
2024
Q2 | $347K | Hold |
3,567
| – | – | 0.06% | 105 |
|
|
2024
Q1 | $336K | Sell |
3,567
-3
| -0.1% | -$283 | 0.06% | 105 |
|
|
2023
Q4 | $333K | Sell |
3,570
-692
| -16% | -$64.5K | 0.08% | 75 |
|
|
2023
Q3 | $348K | Buy |
4,262
+692
| +19% | +$56.5K | 0.1% | 69 |
|
|
2023
Q2 | $305K | Hold |
3,570
| – | – | 0.09% | 65 |
|
|
2023
Q1 | $313K | Hold |
3,570
| – | – | 0.1% | 61 |
|
|
2022
Q4 | $304K | Buy |
3,570
+20
| +0.6% | +$1.7K | 0.14% | 55 |
|
|
2022
Q3 | $281K | Buy |
3,550
+5
| +0.1% | +$396 | 0.12% | 52 |
|
|
2022
Q2 | $315K | Buy |
+3,545
| New | +$315K | 0.12% | 55 |
|