SIA
Schear Investment Advisers’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Buy |
17,460
+964
| +6% | +$136K | 1.22% | 23 |
|
|
2025
Q1 | $1.92M | Buy |
16,496
+2,687
| +19% | +$313K | 1.11% | 27 |
|
|
2024
Q4 | $1.74M | Buy |
13,809
+3,018
| +28% | +$379K | 0.92% | 31 |
|
|
2024
Q3 | $1.12M | Buy |
10,791
+887
| +9% | +$92.5K | 0.7% | 50 |
|
|
2024
Q2 | $963K | Sell |
9,904
-221
| -2% | -$21.5K | 0.7% | 50 |
|
|
2024
Q1 | $953K | Sell |
10,125
-4,442
| -30% | -$418K | 0.77% | 47 |
|
|
2023
Q4 | $1.36M | Sell |
14,567
-228
| -2% | -$21.3K | 1.31% | 23 |
|
|
2023
Q3 | $1.21M | Sell |
14,795
-457
| -3% | -$37.3K | 1.3% | 24 |
|
|
2023
Q2 | $1.3M | Buy |
15,252
+93
| +0.6% | +$7.94K | 1.38% | 20 |
|
|
2023
Q1 | $1.33M | Buy |
15,159
+111
| +0.7% | +$9.75K | 1.59% | 20 |
|
|
2022
Q4 | $1.28M | Buy |
+15,048
| New | +$1.28M | 1.58% | 20 |
|