AW
Alaethes Wealth’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Buy |
22,996
+274
| +1% | +$38.6K | 0.97% | 25 |
|
|
2025
Q1 | $2.65M | Buy |
22,722
+256
| +1% | +$29.9K | 0.97% | 25 |
|
|
2024
Q4 | $2.82M | Sell |
22,466
-57
| -0.3% | -$7.17K | 1.01% | 23 |
|
|
2024
Q3 | $2.35M | Buy |
22,523
+779
| +4% | +$81.2K | 0.87% | 31 |
|
|
2024
Q2 | $2.11M | Buy |
21,744
+510
| +2% | +$49.6K | 0.87% | 34 |
|
|
2024
Q1 | $2M | Sell |
21,234
-282
| -1% | -$26.6K | 0.87% | 37 |
|
|
2023
Q4 | $2.01M | Buy |
21,516
+190
| +0.9% | +$17.7K | 0.95% | 29 |
|
|
2023
Q3 | $1.74M | Buy |
21,326
+82
| +0.4% | +$6.7K | 0.95% | 28 |
|
|
2023
Q2 | $1.81M | Buy |
21,244
+502
| +2% | +$42.9K | 1% | 26 |
|
|
2023
Q1 | $1.82M | Buy |
20,742
+944
| +5% | +$82.9K | 1.07% | 21 |
|
|
2022
Q4 | $1.68M | Sell |
19,798
-2,592
| -12% | -$220K | 1.16% | 22 |
|
|
2022
Q3 | $1.77M | Buy |
22,390
+807
| +4% | +$63.8K | 1.3% | 13 |
|
|
2022
Q2 | $1.64M | Buy |
21,583
+1,480
| +7% | +$113K | 1.22% | 16 |
|
|
2022
Q1 | $1.76M | Buy |
20,103
+366
| +2% | +$32K | 1.12% | 20 |
|
|
2021
Q4 | $1.94M | Sell |
19,737
-549
| -3% | -$53.9K | 1.22% | 19 |
|
|
2021
Q3 | $1.97M | Buy |
20,286
+391
| +2% | +$38K | 1.44% | 13 |
|
|
2021
Q2 | $1.82M | Buy |
19,895
+1,062
| +6% | +$97.4K | 1.41% | 14 |
|
|
2021
Q1 | $1.46M | Buy |
+18,833
| New | +$1.46M | 1.36% | 18 |
|