SIA
Schechter Investment Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.28M | Sell |
11,001
-2,828
| -20% | -$330K | 0.11% | 189 |
|
|
2024
Q4 | $1.74M | Sell |
13,829
-1,739
| -11% | -$219K | 0.13% | 146 |
|
|
2024
Q3 | $1.62M | Sell |
15,568
-2,943
| -16% | -$307K | 0.12% | 165 |
|
|
2024
Q2 | $1.8M | Buy |
18,511
+2,113
| +13% | +$205K | 0.14% | 136 |
|
|
2024
Q1 | $1.54M | Sell |
16,398
-3,131
| -16% | -$295K | 0.12% | 169 |
|
|
2023
Q4 | $1.82M | Buy |
19,529
+2,650
| +16% | +$247K | 0.16% | 127 |
|
|
2023
Q3 | $1.38M | Buy |
16,879
+7,546
| +81% | +$616K | 0.13% | 160 |
|
|
2023
Q2 | $797K | Sell |
9,333
-1,241
| -12% | -$106K | 0.07% | 287 |
|
|
2023
Q1 | $928K | Buy |
10,574
+1,562
| +17% | +$137K | 0.09% | 268 |
|
|
2022
Q4 | $766K | Buy |
9,012
+1,120
| +14% | +$95.2K | 0.07% | 375 |
|
|
2022
Q3 | $624K | Buy |
7,892
+738
| +10% | +$58.4K | 0.06% | 442 |
|
|
2022
Q2 | $544K | Sell |
7,154
-156
| -2% | -$11.9K | 0.05% | 502 |
|
|
2022
Q1 | $639K | Buy |
7,310
+2,028
| +38% | +$177K | 0.06% | 455 |
|
|
2021
Q4 | $518K | Buy |
+5,282
| New | +$518K | 0.05% | 490 |
|