AWM
Apollon Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Buy |
82,358
+9,674
| +13% | +$1.36M | 0.23% | 85 |
|
|
2025
Q1 | $8.48M | Buy |
72,684
+38,355
| +112% | +$4.47M | 0.19% | 106 |
|
|
2024
Q4 | $4.32M | Buy |
34,329
+2,673
| +8% | +$336K | 0.1% | 183 |
|
|
2024
Q3 | $3.3M | Buy |
31,656
+1,258
| +4% | +$131K | 0.09% | 195 |
|
|
2024
Q2 | $2.95M | Buy |
30,398
+316
| +1% | +$30.7K | 0.09% | 206 |
|
|
2024
Q1 | $2.83M | Buy |
30,082
+4,488
| +18% | +$423K | 0.09% | 208 |
|
|
2023
Q4 | $2.39M | Buy |
25,594
+3,376
| +15% | +$315K | 0.08% | 222 |
|
|
2023
Q3 | $1.81M | Sell |
22,218
-1,306
| -6% | -$107K | 0.09% | 214 |
|
|
2023
Q2 | $2.01M | Buy |
23,524
+1,226
| +5% | +$105K | 0.1% | 211 |
|
|
2023
Q1 | $1.96M | Buy |
22,298
+287
| +1% | +$25.2K | 0.12% | 181 |
|
|
2022
Q4 | $1.87M | Buy |
22,011
+1,833
| +9% | +$156K | 0.13% | 165 |
|
|
2022
Q3 | $1.59M | Buy |
20,178
+5,370
| +36% | +$424K | 0.13% | 166 |
|
|
2022
Q2 | $1.13M | Buy |
14,808
+663
| +5% | +$50.4K | 0.09% | 233 |
|
|
2022
Q1 | $1.24M | Buy |
14,145
+3,248
| +30% | +$284K | 0.09% | 238 |
|
|
2021
Q4 | $1.07M | Buy |
10,897
+2,815
| +35% | +$276K | 0.08% | 265 |
|
|
2021
Q3 | $786K | Buy |
8,082
+4,090
| +102% | +$398K | 0.11% | 177 |
|
|
2021
Q2 | $366K | Sell |
3,992
-443
| -10% | -$40.6K | 0.07% | 254 |
|
|
2021
Q1 | $344K | Buy |
+4,435
| New | +$344K | 0.07% | 250 |
|
|
2020
Q3 | – | Sell |
-865
| Closed | -$42K | – | 492 |
|
|
2020
Q2 | $42K | Buy |
+865
| New | +$42K | 0.02% | 272 |
|