AWA
Amplius Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Buy |
3,945
+84
| +2% | +$11.8K | 0.05% | 109 |
|
|
2025
Q1 | $450K | Buy |
3,861
+8
| +0.2% | +$933 | 0.05% | 117 |
|
|
2024
Q4 | $484K | Hold |
3,853
| – | – | 0.05% | 106 |
|
|
2024
Q3 | $402K | Buy |
3,853
+46
| +1% | +$4.8K | 0.04% | 111 |
|
|
2024
Q2 | $370K | Buy |
3,807
+91
| +2% | +$8.84K | 0.04% | 113 |
|
|
2024
Q1 | $350K | Sell |
3,716
-28
| -0.7% | -$2.64K | 0.04% | 117 |
|
|
2023
Q4 | $349K | Sell |
3,744
-25
| -0.7% | -$2.33K | 0.04% | 117 |
|
|
2023
Q3 | $308K | Sell |
3,769
-83
| -2% | -$6.78K | 0.04% | 119 |
|
|
2023
Q2 | $329K | Sell |
3,852
-126
| -3% | -$10.8K | 0.04% | 119 |
|
|
2023
Q1 | $349K | Buy |
3,978
+112
| +3% | +$9.83K | 0.05% | 117 |
|
|
2022
Q4 | $329K | Buy |
3,866
+15
| +0.4% | +$1.28K | 0.05% | 116 |
|
|
2022
Q3 | $304K | Sell |
3,851
-246
| -6% | -$19.4K | 0.05% | 118 |
|
|
2022
Q2 | $311K | Buy |
4,097
+32
| +0.8% | +$2.43K | 0.05% | 131 |
|
|
2022
Q1 | $355K | Buy |
4,065
+120
| +3% | +$10.5K | 0.05% | 123 |
|
|
2021
Q4 | $387K | Buy |
+3,945
| New | +$387K | 0.05% | 130 |
|