AWM
Ameliora Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112K | Hold |
792
| – | – | 0.04% | 129 |
|
|
2025
Q1 | $92.4K | Hold |
792
| – | – | 0.03% | 141 |
|
|
2024
Q4 | $99.6K | Buy |
792
+140
| +21% | +$17.6K | 0.04% | 132 |
|
|
2024
Q3 | $68K | Hold |
652
| – | – | 0.03% | 107 |
|
|
2024
Q2 | $63.4K | Sell |
652
-20,218
| -97% | -$1.96M | 0.03% | 114 |
|
|
2024
Q1 | $1.97M | Sell |
20,870
-30
| -0.1% | -$2.83K | 0.89% | 37 |
|
|
2023
Q4 | $1.95M | Hold |
20,900
| – | – | 0.97% | 35 |
|
|
2023
Q3 | $1.71M | Buy |
20,900
+900
| +5% | +$73.5K | 1.01% | 34 |
|
|
2023
Q2 | $1.71M | Sell |
20,000
-150
| -0.7% | -$12.8K | 1.06% | 35 |
|
|
2023
Q1 | $1.77M | Sell |
20,150
-1,000
| -5% | -$87.8K | 1.03% | 33 |
|
|
2022
Q4 | $1.8M | Hold |
21,150
| – | – | 0.96% | 34 |
|
|
2022
Q3 | $1.62M | Buy |
+21,150
| New | +$1.62M | 0.88% | 36 |
|