TCA
Trifecta Capital Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.86M | Buy |
55,778
+5,506
| +11% | +$776K | 1.31% | 25 |
|
|
2025
Q1 | $5.87M | Sell |
50,272
-837
| -2% | -$97.7K | 1.23% | 30 |
|
|
2024
Q4 | $6.43M | Sell |
51,109
-586
| -1% | -$73.7K | 1.27% | 25 |
|
|
2024
Q3 | $5.39M | Sell |
51,695
-1,054
| -2% | -$110K | 1.13% | 29 |
|
|
2024
Q2 | $5.13M | Sell |
52,749
-355
| -0.7% | -$34.5K | 1.14% | 26 |
|
|
2024
Q1 | $5M | Buy |
53,104
+1,632
| +3% | +$154K | 1.22% | 25 |
|
|
2023
Q4 | $4.8M | Buy |
51,472
+855
| +2% | +$79.7K | 1.33% | 23 |
|
|
2023
Q3 | $4.13M | Sell |
50,617
-212
| -0.4% | -$17.3K | 1.33% | 20 |
|
|
2023
Q2 | $4.34M | Buy |
50,829
+585
| +1% | +$50K | 1.4% | 18 |
|
|
2023
Q1 | $4.41M | Buy |
50,244
+834
| +2% | +$73.2K | 1.55% | 15 |
|
|
2022
Q4 | $4.2M | Buy |
+49,410
| New | +$4.2M | 1.67% | 15 |
|