Alliance Wealth Advisors (Pennsylvania)’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Hold |
4,133
| – | – | 0.3% | 54 |
|
|
2025
Q1 | $482K | Hold |
4,133
| – | – | 0.27% | 63 |
|
|
2024
Q4 | $520K | Hold |
4,133
| – | – | 0.29% | 61 |
|
|
2024
Q3 | $431K | Hold |
4,133
| – | – | 0.25% | 75 |
|
|
2024
Q2 | $402K | Hold |
4,133
| – | – | 0.25% | 76 |
|
|
2024
Q1 | $389K | Hold |
4,133
| – | – | 0.25% | 79 |
|
|
2023
Q4 | $385K | Hold |
4,133
| – | – | 0.25% | 79 |
|
|
2023
Q3 | $338K | Hold |
4,133
| – | – | 0.24% | 80 |
|
|
2023
Q2 | $353K | Hold |
4,133
| – | – | 0.25% | 81 |
|
|
2023
Q1 | $363K | Hold |
4,133
| – | – | 0.27% | 72 |
|
|
2022
Q4 | $351K | Sell |
4,133
-130
| -3% | -$11.1K | 0.29% | 73 |
|
|
2022
Q3 | $337K | Sell |
4,263
-70
| -2% | -$5.53K | 0.31% | 71 |
|
|
2022
Q2 | $330K | Sell |
4,333
-2
| -0% | -$152 | 0.29% | 74 |
|
|
2022
Q1 | $379K | Hold |
4,335
| – | – | 0.31% | 73 |
|
|
2021
Q4 | $426K | Hold |
4,335
| – | – | 0.35% | 68 |
|
|
2021
Q3 | $422K | Hold |
4,335
| – | – | 0.37% | 67 |
|
|
2021
Q2 | $397K | Hold |
4,335
| – | – | 0.36% | 68 |
|
|
2021
Q1 | $337K | Sell |
4,335
-500
| -10% | -$38.9K | 0.33% | 72 |
|
|
2020
Q4 | $331K | Buy |
+4,835
| New | +$331K | 0.35% | 68 |
|