GWSA
Global Wealth Strategies & Associates’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.65K | Sell |
33
-4
| -11% | -$563 | ﹤0.01% | 267 |
|
|
2025
Q1 | $4.32K | Hold |
37
| – | – | ﹤0.01% | 332 |
|
|
2024
Q4 | $4.65K | Hold |
37
| – | – | ﹤0.01% | 270 |
|
|
2024
Q3 | $3.86K | Buy |
37
+33
| +825% | +$3.44K | ﹤0.01% | 255 |
|
|
2024
Q2 | $389 | Hold |
4
| – | – | ﹤0.01% | 312 |
|
|
2024
Q1 | $377 | Buy |
+4
| New | +$377 | ﹤0.01% | 327 |
|
|
2023
Q1 | – | Sell |
-96
| Closed | -$8.16K | – | 387 |
|
|
2022
Q4 | $8.16K | Buy |
+96
| New | +$8.16K | ﹤0.01% | 168 |
|