FMWA
Forvis Mazars Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Sell |
5,031
-77
| -2% | -$10.8K | 0.02% | 240 |
|
|
2025
Q1 | $596K | Sell |
5,108
-1
| -0% | -$117 | 0.01% | 258 |
|
|
2024
Q4 | $642K | Buy |
5,109
+3
| +0.1% | +$377 | 0.01% | 274 |
|
|
2024
Q3 | $532K | Buy |
5,106
+133
| +3% | +$13.9K | 0.01% | 308 |
|
|
2024
Q2 | $483K | Sell |
4,973
-145
| -3% | -$14.1K | 0.01% | 298 |
|
|
2024
Q1 | $482K | Buy |
5,118
+1,442
| +39% | +$136K | 0.01% | 300 |
|
|
2023
Q4 | $343K | Sell |
3,676
-3,495
| -49% | -$326K | 0.01% | 323 |
|
|
2023
Q3 | $586K | Sell |
7,171
-647
| -8% | -$52.8K | 0.02% | 249 |
|
|
2023
Q2 | $668K | Buy |
7,818
+1,950
| +33% | +$167K | 0.02% | 249 |
|
|
2023
Q1 | $515K | Buy |
5,868
+477
| +9% | +$41.9K | 0.02% | 266 |
|
|
2022
Q4 | $458K | Sell |
5,391
-40
| -0.7% | -$3.4K | 0.02% | 274 |
|
|
2022
Q3 | $429K | Hold |
5,431
| – | – | 0.02% | 271 |
|
|
2022
Q2 | $413K | Buy |
+5,431
| New | +$413K | 0.02% | 275 |
|
|
2021
Q1 | – | Sell |
-14,694
| Closed | -$1.01M | – | 327 |
|
|
2020
Q4 | $1.01M | Buy |
14,694
+2,408
| +20% | +$165K | 0.05% | 152 |
|
|
2020
Q3 | $594K | Buy |
12,286
+422
| +4% | +$20.4K | 0.03% | 186 |
|
|
2020
Q2 | $573K | Sell |
11,864
-1,819
| -13% | -$87.9K | 0.04% | 178 |
|
|
2020
Q1 | $465K | Sell |
13,683
-123
| -0.9% | -$4.18K | 0.04% | 179 |
|
|
2019
Q4 | $706K | Buy |
13,806
+533
| +4% | +$27.3K | 0.05% | 150 |
|
|
2019
Q3 | $566K | Sell |
13,273
-77
| -0.6% | -$3.28K | 0.05% | 154 |
|
|
2019
Q2 | $585K | Sell |
13,350
-201
| -1% | -$8.81K | 0.05% | 149 |
|
|
2019
Q1 | $572K | Sell |
13,551
-30
| -0.2% | -$1.27K | 0.05% | 150 |
|
|
2018
Q4 | $538K | Buy |
13,581
+1,446
| +12% | +$57.3K | 0.06% | 131 |
|
|
2018
Q3 | $565K | Sell |
12,135
-74
| -0.6% | -$3.45K | 0.05% | 135 |
|
|
2018
Q2 | $579K | Sell |
12,209
-511
| -4% | -$24.2K | 0.06% | 130 |
|
|
2018
Q1 | $686K | Sell |
12,720
-1,701
| -12% | -$91.7K | 0.07% | 117 |
|
|
2017
Q4 | $757K | Buy |
14,421
+1,497
| +12% | +$78.6K | 0.08% | 111 |
|
|
2017
Q3 | $623K | Sell |
12,924
-59
| -0.5% | -$2.84K | 0.07% | 118 |
|
|
2017
Q2 | $579K | Buy |
12,983
+2,589
| +25% | +$115K | 0.07% | 126 |
|
|
2017
Q1 | $445K | Buy |
10,394
+928
| +10% | +$39.7K | 0.05% | 134 |
|
|
2016
Q4 | $400K | Buy |
+9,466
| New | +$400K | 0.05% | 138 |
|