AWM
Arista Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Buy |
5,000
+400
| +9% | +$56.3K | 0.1% | 116 |
|
|
2025
Q1 | $537K | Sell |
4,600
-215
| -4% | -$25.1K | 0.13% | 39 |
|
|
2024
Q4 | $605K | Hold |
4,815
| – | – | 0.15% | 37 |
|
|
2024
Q3 | $502K | Hold |
4,815
| – | – | 0.12% | 42 |
|
|
2024
Q2 | $468K | Buy |
+4,815
| New | +$468K | 0.12% | 41 |
|
|
2024
Q1 | – | Sell |
-4,815
| Closed | -$449K | – | 47 |
|
|
2023
Q4 | $449K | Hold |
4,815
| – | – | 0.16% | 31 |
|
|
2023
Q3 | $393K | Hold |
4,815
| – | – | 0.15% | 35 |
|
|
2023
Q2 | $411K | Hold |
4,815
| – | – | 0.17% | 35 |
|
|
2023
Q1 | $423K | Hold |
4,815
| – | – | 0.23% | 35 |
|
|
2022
Q4 | $409K | Buy |
+4,815
| New | +$409K | 0.26% | 39 |
|