IWM
Integris Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Hold |
5,231
| – | – | 0.19% | 42 |
|
|
2025
Q1 | $610K | Hold |
5,231
| – | – | 0.17% | 43 |
|
|
2024
Q4 | $658K | Hold |
5,231
| – | – | 0.19% | 42 |
|
|
2024
Q3 | $545K | Hold |
5,231
| – | – | 0.15% | 42 |
|
|
2024
Q2 | $508K | Hold |
5,231
| – | – | 0.15% | 42 |
|
|
2024
Q1 | $493K | Hold |
5,231
| – | – | 0.14% | 50 |
|
|
2023
Q4 | $488K | Hold |
5,231
| – | – | 0.14% | 50 |
|
|
2023
Q3 | $427K | Buy |
5,231
+212
| +4% | +$17.3K | 0.14% | 48 |
|
|
2023
Q2 | $429K | Sell |
5,019
-40
| -0.8% | -$3.42K | 0.15% | 48 |
|
|
2023
Q1 | $444K | Buy |
5,059
+40
| +0.8% | +$3.51K | 0.16% | 47 |
|
|
2022
Q4 | $427K | Buy |
+5,019
| New | +$427K | 0.17% | 47 |
|