AWM
Axxcess Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.26M | Buy |
58,655
+29,704
| +103% | +$4.18M | 0.19% | 101 |
|
|
2025
Q1 | $3.38M | Sell |
28,951
-3,954
| -12% | -$461K | 0.09% | 177 |
|
|
2024
Q4 | $4.14M | Sell |
32,905
-1,577
| -5% | -$198K | 0.1% | 155 |
|
|
2024
Q3 | $3.59M | Sell |
34,482
-783
| -2% | -$81.6K | 0.09% | 174 |
|
|
2024
Q2 | $3.43M | Buy |
35,265
+5,679
| +19% | +$552K | 0.09% | 177 |
|
|
2024
Q1 | $2.79M | Sell |
29,586
-158
| -0.5% | -$14.9K | 0.08% | 198 |
|
|
2023
Q4 | $2.77M | Sell |
29,744
-10,390
| -26% | -$969K | 0.08% | 193 |
|
|
2023
Q3 | $3.28M | Sell |
40,134
-11,159
| -22% | -$911K | 0.11% | 140 |
|
|
2023
Q2 | $4.38M | Buy |
51,293
+23,169
| +82% | +$1.98M | 0.32% | 73 |
|
|
2023
Q1 | $2.47M | Sell |
28,124
-28
| -0.1% | -$2.46K | 0.19% | 111 |
|
|
2022
Q4 | $2.39M | Sell |
28,152
-724
| -3% | -$61.6K | 0.2% | 109 |
|
|
2022
Q3 | $2.28M | Buy |
28,876
+3,216
| +13% | +$254K | 0.22% | 93 |
|
|
2022
Q2 | $1.95M | Buy |
25,660
+812
| +3% | +$61.8K | 0.18% | 110 |
|
|
2022
Q1 | $2.17M | Sell |
24,848
-39,063
| -61% | -$3.41M | 0.17% | 112 |
|
|
2021
Q4 | $6.27M | Buy |
+63,911
| New | +$6.27M | 0.46% | 45 |
|