BWCS
Beirne Wealth Consulting Services’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
+1,619
| New | +$228K | 0.07% | 91 |
|
|
2025
Q1 | – | Sell |
-1,619
| Closed | -$204K | – | 104 |
|
|
2024
Q4 | $204K | Buy |
+1,619
| New | +$204K | 0.07% | 91 |
|
|
2024
Q1 | – | Sell |
-2,817
| Closed | -$263K | – | 136 |
|
|
2023
Q4 | $263K | Buy |
+2,817
| New | +$263K | 0.13% | 113 |
|
|
2022
Q2 | – | Sell |
-3,800
| Closed | -$331K | – | 104 |
|
|
2022
Q1 | $331K | Hold |
3,800
| – | – | 0.18% | 71 |
|
|
2021
Q4 | $372K | Buy |
3,800
+200
| +6% | +$19.6K | 0.2% | 66 |
|
|
2021
Q3 | $350K | Hold |
3,600
| – | – | 0.2% | 68 |
|
|
2021
Q2 | $331K | Hold |
3,600
| – | – | 0.18% | 73 |
|
|
2021
Q1 | $280K | Sell |
3,600
-10,522
| -75% | -$818K | 0.16% | 71 |
|
|
2020
Q4 | $968K | Sell |
14,122
-14,700
| -51% | -$1.01M | 0.48% | 43 |
|
|
2020
Q3 | $1.39M | Buy |
+28,822
| New | +$1.39M | 0.81% | 25 |
|
|
2019
Q2 | – | Sell |
-10,087
| Closed | -$426K | – | 172 |
|
|
2019
Q1 | $426K | Sell |
10,087
-1,119
| -10% | -$47.3K | 0.33% | 99 |
|
|
2018
Q4 | $444K | Buy |
+11,206
| New | +$444K | 0.38% | 80 |
|