SDAM
Shulman DeMeo Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
7,776
+21
| +0.3% | +$2.96K | 0.27% | 30 |
|
|
2025
Q1 | $905K | Buy |
7,755
+29
| +0.4% | +$3.38K | 0.25% | 32 |
|
|
2024
Q4 | $971K | Buy |
7,726
+11
| +0.1% | +$1.38K | 0.26% | 30 |
|
|
2024
Q3 | $1.01M | Sell |
7,715
-18
| -0.2% | -$2.36K | 0.25% | 32 |
|
|
2024
Q2 | $752K | Sell |
7,733
-24
| -0.3% | -$2.33K | 0.2% | 42 |
|
|
2024
Q1 | $730K | Buy |
7,757
+48
| +0.6% | +$4.52K | 0.19% | 43 |
|
|
2023
Q4 | $719K | Buy |
7,709
+280
| +4% | +$26.1K | 0.2% | 40 |
|
|
2023
Q3 | $607K | Sell |
7,429
-996
| -12% | -$81.3K | 0.2% | 44 |
|
|
2023
Q2 | $720K | Sell |
8,425
-179
| -2% | -$15.3K | 0.22% | 40 |
|
|
2023
Q1 | $755K | Sell |
8,604
-146
| -2% | -$12.8K | 0.24% | 39 |
|
|
2022
Q4 | $744K | Buy |
8,750
+73
| +0.8% | +$6.21K | 0.25% | 40 |
|
|
2022
Q3 | $686K | Buy |
8,677
+58
| +0.7% | +$4.59K | 0.24% | 39 |
|
|
2022
Q2 | $656K | Buy |
8,619
+59
| +0.7% | +$4.49K | 0.22% | 46 |
|
|
2022
Q1 | $748K | Buy |
8,560
+47
| +0.6% | +$4.11K | 0.21% | 47 |
|
|
2021
Q4 | $836K | Sell |
8,513
-22
| -0.3% | -$2.16K | 0.22% | 44 |
|
|
2021
Q3 | $831K | Buy |
+8,535
| New | +$831K | 0.72% | 25 |
|
|
2021
Q2 | – | Sell |
-8,397
| Closed | -$652K | – | 114 |
|
|
2021
Q1 | $652K | Sell |
8,397
-1,486
| -15% | -$115K | 0.18% | 54 |
|
|
2020
Q4 | $677K | Buy |
9,883
+55
| +0.6% | +$3.77K | 0.19% | 54 |
|
|
2020
Q3 | $475K | Buy |
9,828
+40
| +0.4% | +$1.93K | 0.16% | 63 |
|
|
2020
Q2 | $473K | Buy |
9,788
+61
| +0.6% | +$2.95K | 0.18% | 56 |
|
|
2020
Q1 | $331K | Buy |
9,727
+538
| +6% | +$18.3K | 0.15% | 63 |
|
|
2019
Q4 | $470K | Buy |
9,189
+32
| +0.3% | +$1.64K | 0.16% | 66 |
|
|
2019
Q3 | $391K | Sell |
9,157
-352
| -4% | -$15K | 0.13% | 80 |
|
|
2019
Q2 | $417K | Buy |
9,509
+45
| +0.5% | +$1.97K | 0.15% | 70 |
|
|
2019
Q1 | $399K | Buy |
+9,464
| New | +$399K | 0.15% | 69 |
|