HWMG
Hurlow Wealth Management Group’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Hold |
2,593
| – | – | 0.1% | 81 |
|
|
2025
Q1 | $303K | Hold |
2,593
| – | – | 0.09% | 89 |
|
|
2024
Q4 | $326K | Sell |
2,593
-37
| -1% | -$4.65K | 0.1% | 85 |
|
|
2024
Q3 | $274K | Hold |
2,630
| – | – | 0.09% | 98 |
|
|
2024
Q2 | $256K | Sell |
2,630
-12
| -0.5% | -$1.17K | 0.09% | 97 |
|
|
2024
Q1 | $249K | Buy |
2,642
+15
| +0.6% | +$1.41K | 0.09% | 100 |
|
|
2023
Q4 | $245K | Sell |
2,627
-9
| -0.3% | -$839 | 0.09% | 96 |
|
|
2023
Q3 | $215K | Hold |
2,636
| – | – | 0.09% | 100 |
|
|
2023
Q2 | $225K | Sell |
2,636
-3
| -0.1% | -$256 | 0.1% | 100 |
|
|
2023
Q1 | $232K | Buy |
2,639
+7
| +0.3% | +$615 | 0.11% | 95 |
|
|
2022
Q4 | $224K | Sell |
2,632
-21
| -0.8% | -$1.79K | 0.12% | 94 |
|
|
2022
Q3 | $210K | Sell |
2,653
-72
| -3% | -$5.7K | 0.12% | 91 |
|
|
2022
Q2 | $207K | Hold |
2,725
| – | – | 0.12% | 91 |
|
|
2022
Q1 | $238K | Buy |
+2,725
| New | +$238K | 0.15% | 82 |
|
|
2021
Q4 | – | Sell |
-2,725
| Closed | -$265K | – | 93 |
|
|
2021
Q3 | $265K | Hold |
2,725
| – | – | 0.16% | 81 |
|
|
2021
Q2 | $250K | Sell |
2,725
-99
| -4% | -$9.08K | 0.16% | 83 |
|
|
2021
Q1 | $219K | Buy |
+2,824
| New | +$219K | 0.16% | 90 |
|