APWA
Atlas Private Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
+1,791
| New | +$252K | 0.03% | 173 |
|
|
2023
Q4 | – | Sell |
-21,750
| Closed | -$1.78M | – | 180 |
|
|
2023
Q3 | $1.78M | Buy |
21,750
+12
| +0.1% | +$980 | 0.34% | 51 |
|
|
2023
Q2 | $1.86M | Buy |
21,738
+10,916
| +101% | +$932K | 0.38% | 48 |
|
|
2023
Q1 | $950K | Buy |
10,822
+4
| +0% | +$351 | 0.44% | 44 |
|
|
2022
Q4 | $920K | Sell |
10,818
-68
| -0.6% | -$5.78K | 0.49% | 42 |
|
|
2022
Q3 | $860K | Buy |
10,886
+25
| +0.2% | +$1.98K | 0.52% | 42 |
|
|
2022
Q2 | $826K | Buy |
10,861
+33
| +0.3% | +$2.51K | 0.5% | 47 |
|
|
2022
Q1 | $946K | Sell |
10,828
-153
| -1% | -$13.4K | 0.42% | 47 |
|
|
2021
Q4 | $1.08M | Sell |
10,981
-3
| -0% | -$295 | 0.5% | 51 |
|
|
2021
Q3 | $1.07M | Sell |
10,984
-430
| -4% | -$41.8K | 0.56% | 38 |
|
|
2021
Q2 | $1.05M | Sell |
11,414
-55
| -0.5% | -$5.05K | 0.57% | 37 |
|
|
2021
Q1 | $891K | Buy |
11,469
+23
| +0.2% | +$1.79K | 0.5% | 44 |
|
|
2020
Q4 | $784K | Sell |
11,446
-534
| -4% | -$36.6K | 0.53% | 40 |
|
|
2020
Q3 | $579K | Sell |
11,980
-670
| -5% | -$32.4K | 0.48% | 46 |
|
|
2020
Q2 | $611K | Buy |
+12,650
| New | +$611K | 0.54% | 42 |
|