IWA
IBEX Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
+9,281
| New | +$1.31M | 0.14% | 93 |
|
|
2025
Q1 | – | Sell |
-3,999
| Closed | -$503K | – | 178 |
|
|
2024
Q4 | $503K | Buy |
+3,999
| New | +$503K | 0.06% | 148 |
|
|
2024
Q3 | – | Sell |
-1,702
| Closed | -$165K | – | 199 |
|
|
2024
Q2 | $165K | Sell |
1,702
-5,005
| -75% | -$487K | 0.03% | 136 |
|
|
2024
Q1 | $570K | Buy |
+6,707
| New | +$570K | 0.15% | 82 |
|
|
2023
Q1 | – | Sell |
-6,707
| Closed | -$570K | – | 134 |
|
|
2022
Q4 | $570K | Buy |
+6,707
| New | +$570K | 0.13% | 117 |
|
|
2022
Q2 | – | Sell |
-5,112
| Closed | -$447K | – | 173 |
|
|
2022
Q1 | $447K | Sell |
5,112
-23,588
| -82% | -$2.06M | 0.09% | 121 |
|
|
2021
Q4 | $2.82M | Buy |
28,700
+1,390
| +5% | +$136K | 0.5% | 76 |
|
|
2021
Q3 | $2.66M | Buy |
27,310
+1,049
| +4% | +$102K | 0.51% | 77 |
|
|
2021
Q2 | $2.41M | Buy |
26,261
+1,263
| +5% | +$116K | 0.48% | 78 |
|
|
2021
Q1 | $1.94M | Sell |
24,998
-4,365
| -15% | -$339K | 0.48% | 79 |
|
|
2020
Q4 | $2.01M | Buy |
29,363
+3,731
| +15% | +$256K | 0.53% | 72 |
|
|
2020
Q3 | $1.24M | Buy |
25,632
+2,002
| +8% | +$96.8K | 0.36% | 80 |
|
|
2020
Q2 | $1.14M | Buy |
+23,630
| New | +$1.14M | 0.37% | 81 |
|
|
2018
Q4 | – | Sell |
-75,323
| Closed | -$3.51M | – | 92 |
|
|
2018
Q3 | $3.51M | Sell |
75,323
-17,536
| -19% | -$818K | 1.26% | 32 |
|
|
2018
Q2 | $4.9M | Hold |
92,859
| – | – | 1.96% | 12 |
|
|
2018
Q1 | $4.9M | Buy |
92,859
+4,892
| +6% | +$258K | 1.99% | 12 |
|
|
2017
Q4 | $4.65M | Sell |
87,967
-848
| -1% | -$44.8K | 2.06% | 16 |
|
|
2017
Q3 | $4.39M | Buy |
88,815
+88
| +0.1% | +$4.35K | 1.63% | 15 |
|
|
2017
Q2 | $4.08M | Buy |
88,727
+7,987
| +10% | +$367K | 1.61% | 15 |
|
|
2017
Q1 | $3.37M | Buy |
80,740
+5,598
| +7% | +$234K | 2.08% | 15 |
|
|
2016
Q4 | $3.2M | Buy |
+75,142
| New | +$3.2M | 1.53% | 17 |
|