EWA
EP Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.25M | Buy |
44,360
+11,087
| +33% | +$1.56M | 0.04% | 236 |
|
|
2025
Q1 | $3.88M | Buy |
33,273
+8,776
| +36% | +$1.02M | 0.03% | 253 |
|
|
2024
Q4 | $3.08M | Buy |
24,497
+2,374
| +11% | +$298K | 0.03% | 284 |
|
|
2024
Q3 | $2.31M | Buy |
22,123
+4,572
| +26% | +$477K | 0.02% | 332 |
|
|
2024
Q2 | $1.71M | Buy |
17,551
+7,185
| +69% | +$698K | 0.02% | 309 |
|
|
2024
Q1 | $976K | Buy |
10,366
+1,158
| +13% | +$109K | 0.01% | 378 |
|
|
2023
Q4 | $859K | Sell |
9,208
-3,536
| -28% | -$330K | 0.01% | 393 |
|
|
2023
Q3 | $1.04M | Buy |
12,744
+8,547
| +204% | +$698K | 0.02% | 325 |
|
|
2023
Q2 | $1.04M | Sell |
4,197
-1,824
| -30% | -$452K | 0.02% | 327 |
|
|
2023
Q1 | $261K | Sell |
6,021
-943
| -14% | -$40.8K | ﹤0.01% | 519 |
|
|
2022
Q4 | $592K | Buy |
+6,964
| New | +$592K | 0.01% | 351 |
|
|
2022
Q3 | – | Sell |
-8,995
| Closed | -$684K | – | 521 |
|
|
2022
Q2 | $684K | Buy |
8,995
+2,777
| +45% | +$211K | 0.02% | 317 |
|
|
2022
Q1 | $543K | Sell |
6,218
-833
| -12% | -$72.7K | 0.01% | 367 |
|
|
2021
Q4 | $692K | Buy |
7,051
+150
| +2% | +$14.7K | 0.02% | 302 |
|
|
2021
Q3 | $672K | Buy |
6,901
+514
| +8% | +$50.1K | 0.02% | 288 |
|
|
2021
Q2 | $586K | Sell |
6,387
-103
| -2% | -$9.45K | 0.02% | 310 |
|
|
2021
Q1 | $504K | Buy |
6,490
+617
| +11% | +$47.9K | 0.02% | 312 |
|
|
2020
Q4 | $402K | Buy |
+5,873
| New | +$402K | 0.01% | 302 |
|
|
2020
Q1 | – | Sell |
-3,979
| Closed | -$203K | – | 411 |
|
|
2019
Q4 | $203K | Buy |
+3,979
| New | +$203K | 0.01% | 393 |
|
|
2019
Q3 | – | Sell |
-5,281
| Closed | -$231K | – | 364 |
|
|
2019
Q2 | $231K | Buy |
5,281
+498
| +10% | +$21.8K | 0.01% | 274 |
|
|
2019
Q1 | $202K | Buy |
+4,783
| New | +$202K | 0.02% | 235 |
|
|
2018
Q4 | – | Sell |
-4,552
| Closed | -$212K | – | 284 |
|
|
2018
Q3 | $212K | Buy |
+4,552
| New | +$212K | 0.02% | 265 |
|
|
2018
Q2 | – | Sell |
-3,782
| Closed | -$204K | – | 206 |
|
|
2018
Q1 | $204K | Buy |
+3,782
| New | +$204K | 0.02% | 199 |
|