UAML
US Asset Management LLC’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Sell |
2,226
-5,606
| -72% | -$790K | 0.27% | 91 |
|
|
2025
Q1 | $914K | Buy |
7,832
+2,020
| +35% | +$236K | 0.87% | 30 |
|
|
2024
Q4 | $731K | Hold |
5,812
| – | – | 0.66% | 40 |
|
|
2024
Q3 | $772K | Sell |
5,812
-12
| -0.2% | -$1.59K | 0.68% | 41 |
|
|
2024
Q2 | $566K | Sell |
5,824
-291
| -5% | -$28.3K | 0.51% | 54 |
|
|
2024
Q1 | $576K | Sell |
6,115
-61
| -1% | -$5.75K | 0.52% | 59 |
|
|
2023
Q4 | $576K | Buy |
+6,176
| New | +$576K | 0.57% | 58 |
|
|
2023
Q2 | $532K | Hold |
6,231
| – | – | 0.56% | 58 |
|
|
2023
Q1 | $547K | Hold |
6,231
| – | – | 0.56% | 51 |
|
|
2022
Q4 | $530K | Buy |
+6,231
| New | +$530K | 0.57% | 52 |
|
|
2022
Q2 | $474K | Hold |
6,231
| – | – | 0.52% | 58 |
|
|
2022
Q1 | $545K | Hold |
6,231
| – | – | 0.5% | 54 |
|
|
2021
Q4 | $612K | Hold |
6,231
| – | – | 0.59% | 53 |
|
|
2021
Q3 | $606K | Buy |
+6,231
| New | +$606K | 0.59% | 52 |
|