FTWA
Fifth Third Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82M | Buy |
34,206
+4,102
| +14% | +$578K | 0.2% | 90 |
|
|
2025
Q1 | $3.51M | Buy |
30,104
+7,373
| +32% | +$860K | 0.18% | 94 |
|
|
2024
Q4 | $2.86M | Buy |
22,731
+545
| +2% | +$68.5K | 0.16% | 94 |
|
|
2024
Q3 | $2.31M | Buy |
22,186
+1,218
| +6% | +$127K | 0.14% | 105 |
|
|
2024
Q2 | $2.04M | Buy |
20,968
+6,080
| +41% | +$591K | 0.15% | 89 |
|
|
2024
Q1 | $1.4M | Sell |
14,888
-1,514
| -9% | -$143K | 0.22% | 75 |
|
|
2023
Q4 | $1.53M | Buy |
16,402
+178
| +1% | +$16.6K | 0.5% | 52 |
|
|
2023
Q3 | $1.33M | Buy |
16,224
+5,245
| +48% | +$428K | 0.54% | 45 |
|
|
2023
Q2 | $938K | Buy |
10,979
+6,267
| +133% | +$535K | 0.6% | 45 |
|
|
2023
Q1 | $414K | Buy |
+4,712
| New | +$414K | 0.77% | 45 |
|