HWA
HCR Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.18M | Buy |
29,680
+44
| +0.1% | +$6.2K | 0.49% | 35 |
|
|
2025
Q1 | $3.46M | Buy |
29,636
+852
| +3% | +$99.4K | 0.45% | 38 |
|
|
2024
Q4 | $3.62M | Buy |
28,784
+2,978
| +12% | +$374K | 0.45% | 34 |
|
|
2024
Q3 | $2.69M | Buy |
25,806
+710
| +3% | +$74K | 0.35% | 48 |
|
|
2024
Q2 | $2.44M | Sell |
25,096
-274
| -1% | -$26.6K | 0.35% | 45 |
|
|
2024
Q1 | $2.39M | Sell |
25,370
-163
| -0.6% | -$15.3K | 0.36% | 47 |
|
|
2023
Q4 | $2.38M | Buy |
25,533
+5,338
| +26% | +$498K | 0.38% | 46 |
|
|
2023
Q3 | $1.65M | Sell |
20,195
-4,164
| -17% | -$340K | 0.36% | 52 |
|
|
2023
Q2 | $2.08M | Buy |
24,359
+125
| +0.5% | +$10.7K | 0.39% | 51 |
|
|
2023
Q1 | $2.13M | Sell |
24,234
-14
| -0.1% | -$1.23K | 0.42% | 48 |
|
|
2022
Q4 | $2.06M | Sell |
24,248
-992
| -4% | -$84.3K | 0.43% | 49 |
|
|
2022
Q3 | $1.99M | Sell |
25,240
-301
| -1% | -$23.8K | 0.42% | 48 |
|
|
2022
Q2 | $1.94M | Sell |
25,541
-1,007
| -4% | -$76.6K | 0.39% | 56 |
|
|
2022
Q1 | $2.32M | Buy |
26,548
+89
| +0.3% | +$7.78K | 0.38% | 56 |
|
|
2021
Q4 | $2.6M | Sell |
26,459
-961
| -4% | -$94.3K | 0.4% | 60 |
|
|
2021
Q3 | $2.67M | Buy |
27,420
+631
| +2% | +$61.4K | 0.45% | 54 |
|
|
2021
Q2 | $2.46M | Buy |
26,789
+2,928
| +12% | +$268K | 0.43% | 52 |
|
|
2021
Q1 | $1.85M | Sell |
23,861
-4,081
| -15% | -$317K | 0.37% | 60 |
|
|
2020
Q4 | $1.92M | Buy |
27,942
+2,511
| +10% | +$172K | 0.4% | 51 |
|
|
2020
Q3 | $1.23M | Buy |
25,431
+1,766
| +7% | +$85.4K | 0.28% | 70 |
|
|
2020
Q2 | $1.13M | Sell |
23,665
-1,023
| -4% | -$48.8K | 0.26% | 68 |
|
|
2020
Q1 | $839K | Sell |
24,688
-1,543
| -6% | -$52.4K | 0.24% | 71 |
|
|
2019
Q4 | $1.34M | Sell |
26,231
-187
| -0.7% | -$9.52K | 0.32% | 60 |
|
|
2019
Q3 | $1.14M | Buy |
26,418
+4,609
| +21% | +$198K | 0.38% | 59 |
|
|
2019
Q2 | $955K | Sell |
21,809
-3,155
| -13% | -$138K | 0.27% | 71 |
|
|
2019
Q1 | $1.08M | Sell |
24,964
-11,835
| -32% | -$510K | 0.31% | 70 |
|
|
2018
Q4 | $1.46M | Sell |
36,799
-1,356
| -4% | -$53.8K | 0.47% | 45 |
|
|
2018
Q3 | $1.71M | Buy |
38,155
+4,703
| +14% | +$210K | 0.56% | 42 |
|
|
2018
Q2 | $1.59M | Buy |
33,452
+937
| +3% | +$44.6K | 0.52% | 40 |
|
|
2018
Q1 | $1.76M | Sell |
32,515
-34
| -0.1% | -$1.84K | 0.61% | 35 |
|
|
2017
Q4 | $1.71M | Buy |
32,549
+1,230
| +4% | +$64.5K | 0.6% | 36 |
|
|
2017
Q3 | $1.51M | Buy |
31,319
+1,353
| +5% | +$65.2K | 0.64% | 40 |
|
|
2017
Q2 | $1.34M | Buy |
29,966
+3,995
| +15% | +$178K | 0.66% | 36 |
|
|
2017
Q1 | $1.11M | Buy |
25,971
+5,453
| +27% | +$234K | 0.57% | 41 |
|
|
2016
Q4 | $867K | Buy |
+20,518
| New | +$867K | 0.46% | 50 |
|