AWM
Activest Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.3K | Sell |
492
-313
| -39% | -$44.1K | 0.02% | 168 |
|
|
2025
Q1 | $93.9K | Buy |
805
+314
| +64% | +$36.6K | 0.03% | 138 |
|
|
2024
Q4 | $61.7K | Buy |
491
+6
| +1% | +$754 | 0.02% | 156 |
|
|
2024
Q3 | $50.6K | Hold |
485
| – | – | 0.02% | 175 |
|
|
2024
Q2 | $47.1K | Buy |
+485
| New | +$47.1K | 0.02% | 173 |
|
|
2022
Q3 | – | Sell |
-1
| Closed | – | – | 559 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 388 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 358 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 375 |
|
|
2021
Q3 | – | Sell |
-90
| Closed | -$8K | – | 404 |
|
|
2021
Q2 | $8K | Buy |
+90
| New | +$8K | 0.01% | 223 |
|