HWA
HHM Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Sell |
787
-179
| -19% | -$25.2K | 0.01% | 263 |
|
|
2025
Q1 | $113K | Buy |
966
+179
| +23% | +$20.9K | 0.02% | 254 |
|
|
2024
Q4 | $98.9K | Buy |
787
+46
| +6% | +$5.78K | 0.01% | 264 |
|
|
2024
Q3 | $77.2K | Hold |
741
| – | – | 0.01% | 279 |
|
|
2024
Q2 | $72K | Hold |
741
| – | – | 0.01% | 288 |
|
|
2024
Q1 | $69.8K | Hold |
741
| – | – | 0.01% | 257 |
|
|
2023
Q4 | $69.1K | Sell |
741
-26
| -3% | -$2.43K | 0.01% | 247 |
|
|
2023
Q3 | $62.6K | Buy |
767
+26
| +4% | +$2.12K | 0.01% | 248 |
|
|
2023
Q2 | $63.3K | Hold |
741
| – | – | 0.01% | 254 |
|
|
2023
Q1 | $65.1K | Buy |
741
+61
| +9% | +$5.36K | 0.01% | 246 |
|
|
2022
Q4 | $57.8K | Hold |
680
| – | – | 0.01% | 226 |
|
|
2022
Q3 | $54K | Hold |
680
| – | – | 0.01% | 223 |
|
|
2022
Q2 | $52K | Hold |
680
| – | – | 0.01% | 275 |
|
|
2022
Q1 | $59K | Hold |
680
| – | – | 0.01% | 284 |
|
|
2021
Q4 | $67K | Hold |
680
| – | – | 0.02% | 270 |
|
|
2021
Q3 | $66K | Hold |
680
| – | – | 0.02% | 263 |
|
|
2021
Q2 | $62K | Hold |
680
| – | – | 0.02% | 267 |
|
|
2021
Q1 | $53K | Hold |
680
| – | – | 0.02% | 261 |
|
|
2020
Q4 | $47K | Sell |
680
-77
| -10% | -$5.32K | 0.02% | 265 |
|
|
2020
Q3 | $37K | Hold |
757
| – | – | 0.01% | 253 |
|
|
2020
Q2 | $37K | Hold |
757
| – | – | 0.02% | 251 |
|
|
2020
Q1 | $26K | Buy |
+757
| New | +$26K | 0.01% | 273 |
|