DPW
DiNuzzo Private Wealth’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99K | Buy |
703
+307
| +78% | +$43.2K | 0.01% | 102 |
|
|
2025
Q1 | $46.2K | Buy |
396
+3
| +0.8% | +$350 | 0.01% | 127 |
|
|
2024
Q4 | $49.4K | Hold |
393
| – | – | 0.01% | 125 |
|
|
2024
Q3 | $41K | Buy |
393
+312
| +385% | +$32.5K | 0.01% | 136 |
|
|
2024
Q2 | $7.87K | Buy |
81
+10
| +14% | +$972 | ﹤0.01% | 219 |
|
|
2024
Q1 | $6.69K | Buy |
71
+5
| +8% | +$471 | ﹤0.01% | 222 |
|
|
2023
Q4 | $6.16K | Buy |
+66
| New | +$6.16K | ﹤0.01% | 218 |
|