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Bellwether Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06K | Buy |
+43
| New | +$6.06K | ﹤0.01% | 403 |
|
|
2022
Q4 | – | Sell |
-80
| Closed | -$6K | – | 531 |
|
|
2022
Q3 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 310 |
|
|
2022
Q2 | – | Sell |
-5,437
| Closed | -$475K | – | 518 |
|
|
2022
Q1 | $475K | Buy |
5,437
+5,055
| +1,323% | +$442K | 0.14% | 106 |
|
|
2021
Q4 | $37K | Buy |
+382
| New | +$37K | 0.01% | 217 |
|