AWA
Alta Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
2,049
-250
| -11% | -$35.2K | 0.14% | 96 |
|
|
2025
Q1 | $268K | Buy |
2,299
+226
| +11% | +$26.4K | 0.12% | 116 |
|
|
2024
Q4 | $261K | Sell |
2,073
-50
| -2% | -$6.29K | 0.11% | 120 |
|
|
2024
Q3 | $221K | Sell |
2,123
-37
| -2% | -$3.86K | 0.1% | 125 |
|
|
2024
Q2 | $210K | Sell |
2,160
-200
| -8% | -$19.4K | 0.1% | 117 |
|
|
2024
Q1 | $222K | Buy |
+2,360
| New | +$222K | 0.11% | 121 |
|
|
2022
Q4 | – | Sell |
-2,988
| Closed | -$236K | – | 147 |
|
|
2022
Q3 | $236K | Buy |
2,988
+150
| +5% | +$11.8K | 0.17% | 124 |
|
|
2022
Q2 | $219K | Hold |
2,838
| – | – | 0.15% | 129 |
|
|
2022
Q1 | $248K | Buy |
+2,838
| New | +$248K | 0.15% | 132 |
|