EHWM
Eads & Heald Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $946K | Sell |
6,715
-342
| -5% | -$48.2K | 0.47% | 84 |
|
|
2025
Q1 | $823K | Sell |
7,057
-28
| -0.4% | -$3.27K | 0.42% | 95 |
|
|
2024
Q4 | $891K | Buy |
7,085
+322
| +5% | +$40.5K | 0.44% | 91 |
|
|
2024
Q3 | $705K | Buy |
6,763
+460
| +7% | +$48K | 0.33% | 102 |
|
|
2024
Q2 | $613K | Buy |
6,303
+736
| +13% | +$71.6K | 0.3% | 106 |
|
|
2024
Q1 | $524K | Buy |
5,567
+19
| +0.3% | +$1.79K | 0.24% | 113 |
|
|
2023
Q4 | $517K | Buy |
5,548
+306
| +6% | +$28.5K | 0.25% | 111 |
|
|
2023
Q3 | $428K | Sell |
5,242
-51
| -1% | -$4.16K | 0.22% | 115 |
|
|
2023
Q2 | $452K | Buy |
5,293
+870
| +20% | +$74.3K | 0.22% | 116 |
|
|
2023
Q1 | $388K | Buy |
4,423
+110
| +3% | +$9.65K | 0.19% | 119 |
|
|
2022
Q4 | $367K | Buy |
4,313
+120
| +3% | +$10.2K | 0.19% | 121 |
|
|
2022
Q3 | $331K | Sell |
4,193
-103
| -2% | -$8.13K | 0.19% | 122 |
|
|
2022
Q2 | $327K | Sell |
4,296
-665
| -13% | -$50.6K | 0.18% | 123 |
|
|
2022
Q1 | $434K | Buy |
4,961
+715
| +17% | +$62.6K | 0.2% | 117 |
|
|
2021
Q4 | $417K | Sell |
4,246
-625
| -13% | -$61.4K | 0.18% | 118 |
|
|
2021
Q3 | $474K | Buy |
4,871
+505
| +12% | +$49.1K | 0.23% | 112 |
|
|
2021
Q2 | $400K | Sell |
4,366
-10
| -0.2% | -$916 | 0.2% | 115 |
|
|
2021
Q1 | $340K | Sell |
4,376
-304
| -6% | -$23.6K | 0.17% | 119 |
|
|
2020
Q4 | $321K | Buy |
4,680
+285
| +6% | +$19.5K | 0.17% | 117 |
|
|
2020
Q3 | $212K | Buy |
+4,395
| New | +$212K | 0.13% | 122 |
|
|
2020
Q1 | – | Sell |
-4,370
| Closed | -$223K | – | 126 |
|
|
2019
Q4 | $223K | Buy |
+4,370
| New | +$223K | 0.12% | 127 |
|
|
2019
Q3 | – | Sell |
-4,925
| Closed | -$216K | – | 131 |
|
|
2019
Q2 | $216K | Sell |
4,925
-1,225
| -20% | -$53.7K | 0.12% | 125 |
|
|
2019
Q1 | $260K | Sell |
6,150
-250
| -4% | -$10.6K | 0.15% | 118 |
|
|
2018
Q4 | $254K | Sell |
6,400
-2,000
| -24% | -$79.4K | 0.17% | 117 |
|
|
2018
Q3 | $391K | Buy |
8,400
+140
| +2% | +$6.52K | 0.22% | 112 |
|
|
2018
Q2 | $392K | Sell |
8,260
-265
| -3% | -$12.6K | 0.24% | 110 |
|
|
2018
Q1 | $460K | Sell |
8,525
-115
| -1% | -$6.21K | 0.29% | 106 |
|
|
2017
Q4 | $453K | Hold |
8,640
| – | – | 0.27% | 110 |
|
|
2017
Q3 | $416K | Buy |
8,640
+4,045
| +88% | +$195K | 0.26% | 111 |
|
|
2017
Q2 | $205K | Buy |
+4,595
| New | +$205K | 0.13% | 126 |
|