EWA
EverSource Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
15,235
+518
| +4% | +$73K | 0.1% | 154 |
|
|
2025
Q1 | $1.72M | Buy |
14,717
+1,557
| +12% | +$182K | 0.09% | 170 |
|
|
2024
Q4 | $1.65M | Buy |
13,160
+1,265
| +11% | +$159K | 0.09% | 169 |
|
|
2024
Q3 | $1.24M | Buy |
11,895
+108
| +0.9% | +$11.3K | 0.08% | 190 |
|
|
2024
Q2 | $1.22M | Buy |
11,787
+115
| +1% | +$11.9K | 0.08% | 191 |
|
|
2024
Q1 | $1.06M | Buy |
11,672
+134
| +1% | +$12.2K | 0.08% | 179 |
|
|
2023
Q4 | $1.08M | Buy |
11,538
+558
| +5% | +$52K | 0.1% | 157 |
|
|
2023
Q3 | $897K | Sell |
10,980
-385
| -3% | -$31.4K | 0.1% | 164 |
|
|
2023
Q2 | $971K | Sell |
11,365
-434
| -4% | -$37.1K | 0.11% | 157 |
|
|
2023
Q1 | $1.04M | Buy |
11,799
+764
| +7% | +$67.1K | 0.13% | 135 |
|
|
2022
Q4 | $938K | Sell |
11,035
-5,163
| -32% | -$439K | 0.14% | 123 |
|
|
2022
Q3 | $1.28M | Buy |
16,198
+12,589
| +349% | +$994K | 0.29% | 67 |
|
|
2022
Q2 | $275K | Sell |
3,609
-82
| -2% | -$6.25K | 0.07% | 219 |
|
|
2022
Q1 | $322K | Sell |
3,691
-15
| -0.4% | -$1.31K | 0.08% | 202 |
|
|
2021
Q4 | $363K | Buy |
+3,706
| New | +$363K | 0.1% | 155 |
|