TIA
Trust Investment Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
14,825
-1,002
| -6% | -$141K | 1.27% | 18 |
|
|
2025
Q1 | $1.85M | Buy |
15,827
+450
| +3% | +$52.5K | 1.19% | 24 |
|
|
2024
Q4 | $1.93M | Sell |
15,377
-1,139
| -7% | -$143K | 1.23% | 20 |
|
|
2024
Q3 | $1.72M | Sell |
16,516
-22
| -0.1% | -$2.29K | 1.1% | 26 |
|
|
2024
Q2 | $1.61M | Sell |
16,538
-21
| -0.1% | -$2.04K | 1.02% | 28 |
|
|
2024
Q1 | $1.56M | Sell |
16,559
-549
| -3% | -$51.7K | 1.13% | 26 |
|
|
2023
Q4 | $1.6M | Sell |
17,108
-177
| -1% | -$16.5K | 1.24% | 23 |
|
|
2023
Q3 | $1.41M | Sell |
17,285
-161
| -0.9% | -$13.1K | 1.21% | 26 |
|
|
2023
Q2 | $1.49M | Buy |
17,446
+307
| +2% | +$26.2K | 1.2% | 26 |
|
|
2023
Q1 | $1.5M | Sell |
17,139
-126
| -0.7% | -$11.1K | 1.35% | 20 |
|
|
2022
Q4 | $1.47M | Sell |
17,265
-165
| -0.9% | -$14K | 1.38% | 21 |
|
|
2022
Q3 | $1.38M | Sell |
17,430
-13
| -0.1% | -$1.03K | 1.44% | 11 |
|
|
2022
Q2 | $1.33M | Sell |
17,443
-106
| -0.6% | -$8.06K | 1.27% | 24 |
|
|
2022
Q1 | $1.53M | Buy |
17,549
+111
| +0.6% | +$9.7K | 1.25% | 25 |
|
|
2021
Q4 | $1.71M | Buy |
17,438
+16
| +0.1% | +$1.57K | 1.35% | 19 |
|
|
2021
Q3 | $1.7M | Sell |
17,422
-150
| -0.9% | -$14.6K | 1.52% | 13 |
|
|
2021
Q2 | $1.61M | Sell |
17,572
-726
| -4% | -$66.6K | 1.43% | 17 |
|
|
2021
Q1 | $1.42M | Sell |
18,298
-142
| -0.8% | -$11K | 1.39% | 23 |
|
|
2020
Q4 | $1.26M | Buy |
+18,440
| New | +$1.26M | 1.28% | 25 |
|