Carson Wealth (CWM LLC)’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7M | Buy |
118,528
+1,228
| +1% | +$173K | 0.06% | 282 |
|
|
2025
Q1 | $13.7M | Sell |
117,300
-28,918
| -20% | -$3.37M | 0.05% | 285 |
|
|
2024
Q4 | $18.4M | Buy |
146,218
+8,978
| +7% | +$1.13M | 0.08% | 218 |
|
|
2024
Q3 | $14.3M | Buy |
137,240
+6,202
| +5% | +$647K | 0.06% | 255 |
|
|
2024
Q2 | $12.7M | Buy |
131,038
+5,840
| +5% | +$568K | 0.06% | 260 |
|
|
2024
Q1 | $11.8M | Buy |
125,198
+4,582
| +4% | +$431K | 0.06% | 268 |
|
|
2023
Q4 | $11.2M | Buy |
120,616
+7,997
| +7% | +$746K | 0.06% | 256 |
|
|
2023
Q3 | $9.2M | Buy |
112,619
+11,519
| +11% | +$941K | 0.06% | 254 |
|
|
2023
Q2 | $8.63M | Buy |
101,100
+11,530
| +13% | +$985K | 0.05% | 247 |
|
|
2023
Q1 | $7.86M | Buy |
89,570
+15,054
| +20% | +$1.32M | 0.05% | 249 |
|
|
2022
Q4 | $6.34M | Buy |
74,516
+8,242
| +12% | +$701K | 0.05% | 266 |
|
|
2022
Q3 | $5.24M | Buy |
66,274
+370
| +0.6% | +$29.2K | 0.04% | 275 |
|
|
2022
Q2 | $5.01M | Buy |
65,904
+22,506
| +52% | +$1.71M | 0.04% | 290 |
|
|
2022
Q1 | $3.79M | Sell |
43,398
-5,494
| -11% | -$480K | 0.03% | 331 |
|
|
2021
Q4 | $4.8M | Buy |
+48,892
| New | +$4.8M | 0.03% | 304 |
|
|
2021
Q2 | $4.25M | Hold |
46,331
| – | – | 0.03% | 297 |
|
|
2021
Q1 | $4.25M | Hold |
46,331
| – | – | 0.03% | 297 |
|
|
2020
Q4 | $4.25M | Hold |
46,331
| – | – | 0.03% | 297 |
|
|
2020
Q3 | $4.25M | Hold |
46,331
| – | – | 0.03% | 297 |
|
|
2020
Q2 | $4.25M | Hold |
46,331
| – | – | 0.03% | 297 |
|
|
2020
Q1 | $4.25M | Hold |
46,331
| – | – | 0.03% | 297 |
|
|
2019
Q4 | $4.25M | Hold |
46,331
| – | – | 0.03% | 297 |
|
|
2019
Q3 | $4.25M | Hold |
46,331
| – | – | 0.03% | 297 |
|
|
2019
Q2 | $4.25M | Hold |
46,331
| – | – | 0.03% | 297 |
|
|
2019
Q1 | $4.25M | Buy |
46,331
+45,532
| +5,699% | +$4.17M | 0.03% | 297 |
|
|
2018
Q4 | $32K | Buy |
799
+336
| +73% | +$13.5K | ﹤0.01% | 995 |
|
|
2018
Q3 | $22K | Buy |
463
+209
| +82% | +$9.93K | ﹤0.01% | 929 |
|
|
2018
Q2 | $12K | Buy |
254
+45
| +22% | +$2.13K | ﹤0.01% | 953 |
|
|
2018
Q1 | $11K | Sell |
209
-27
| -11% | -$1.42K | ﹤0.01% | 833 |
|
|
2017
Q4 | $12K | Sell |
236
-20
| -8% | -$1.02K | ﹤0.01% | 837 |
|
|
2017
Q3 | $12K | Buy |
+256
| New | +$12K | ﹤0.01% | 845 |
|
|
2017
Q2 | – | Sell |
-1,200
| Closed | -$51K | – | 1263 |
|
|
2017
Q1 | $51K | Buy |
1,200
+1,100
| +1,100% | +$46.8K | ﹤0.01% | 456 |
|
|
2016
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 882 |
|
|
2016
Q1 | – | Sell |
-29
| Closed | -$1K | – | 789 |
|
|
2015
Q4 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 646 |
|