KWMG
King 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 | $280K | Hold |
1,990
| – | – | 0.04% | 129 |
|
|
2025
Q1 | $232K | Buy |
1,990
+219
| +12% | +$25.5K | 0.04% | 137 |
|
|
2024
Q4 | $223K | Buy |
+1,771
| New | +$223K | 0.03% | 145 |
|
|
2023
Q4 | – | Sell |
-4,545
| Closed | -$371K | – | 145 |
|
|
2023
Q3 | $371K | Sell |
4,545
-68
| -1% | -$5.55K | 0.08% | 94 |
|
|
2023
Q2 | $394K | Buy |
4,613
+86
| +2% | +$7.35K | 0.08% | 95 |
|
|
2023
Q1 | $397K | Hold |
4,527
| – | – | 0.09% | 94 |
|
|
2022
Q4 | $385K | Buy |
4,527
+236
| +5% | +$20.1K | 0.09% | 97 |
|
|
2022
Q3 | $339K | Buy |
4,291
+242
| +6% | +$19.1K | 0.09% | 103 |
|
|
2022
Q2 | $308K | Buy |
4,049
+104
| +3% | +$7.91K | 0.07% | 117 |
|
|
2022
Q1 | $345K | Buy |
3,945
+500
| +15% | +$43.7K | 0.07% | 122 |
|
|
2021
Q4 | $338K | Hold |
3,445
| – | – | 0.06% | 130 |
|
|
2021
Q3 | $335K | Buy |
+3,445
| New | +$335K | 0.07% | 127 |
|
|
2020
Q1 | – | Sell |
-8,199
| Closed | -$419K | – | 151 |
|
|
2019
Q4 | $419K | Sell |
8,199
-1,598
| -16% | -$81.7K | 0.11% | 82 |
|
|
2019
Q3 | $418K | Sell |
9,797
-305
| -3% | -$13K | 0.12% | 74 |
|
|
2019
Q2 | $443K | Hold |
10,102
| – | – | 0.13% | 74 |
|
|
2019
Q1 | $426K | Sell |
10,102
-600
| -6% | -$25.3K | 0.13% | 77 |
|
|
2018
Q4 | $424K | Sell |
10,702
-2,000
| -16% | -$79.2K | 0.15% | 73 |
|
|
2018
Q3 | $592K | Sell |
12,702
-192
| -1% | -$8.95K | 0.19% | 61 |
|
|
2018
Q2 | $611K | Buy |
12,894
+94
| +0.7% | +$4.45K | 0.21% | 56 |
|
|
2018
Q1 | $691K | Sell |
12,800
-1,028
| -7% | -$55.5K | 0.25% | 53 |
|
|
2017
Q4 | $726K | Hold |
13,828
| – | – | 0.26% | 54 |
|
|
2017
Q3 | $666K | Sell |
13,828
-200
| -1% | -$9.63K | 0.25% | 57 |
|
|
2017
Q2 | $625K | Sell |
14,028
-169
| -1% | -$7.53K | 0.25% | 60 |
|
|
2017
Q1 | $608K | Buy |
14,197
+228
| +2% | +$9.76K | 0.25% | 60 |
|
|
2016
Q4 | $590K | Buy |
13,969
+3,771
| +37% | +$159K | 0.27% | 58 |
|
|
2016
Q3 | $327K | Hold |
10,198
| – | – | 0.16% | 79 |
|
|
2016
Q2 | $265K | Hold |
10,198
| – | – | 0.14% | 83 |
|
|
2016
Q1 | $255K | Sell |
10,198
-1,928
| -16% | -$48.2K | 0.14% | 88 |
|
|
2015
Q4 | $386K | Hold |
12,126
| – | – | 0.21% | 66 |
|
|
2015
Q3 | $382K | Buy |
12,126
+56
| +0.5% | +$1.76K | 0.23% | 66 |
|
|
2015
Q2 | $468K | Sell |
12,070
-363
| -3% | -$14.1K | 0.26% | 62 |
|
|
2015
Q1 | $443K | Sell |
12,433
-2,343
| -16% | -$83.5K | 0.26% | 56 |
|
|
2014
Q4 | $573K | Buy |
14,776
+577
| +4% | +$22.4K | 0.3% | 56 |
|
|
2014
Q3 | $490K | Buy |
14,199
+1,723
| +14% | +$59.5K | 0.31% | 60 |
|
|
2014
Q2 | $393K | Sell |
12,476
-486
| -4% | -$15.3K | 0.24% | 67 |
|
|
2014
Q1 | $404K | Sell |
12,962
-162
| -1% | -$5.05K | 0.28% | 57 |
|
|
2013
Q4 | $412K | Buy |
13,124
+38
| +0.3% | +$1.19K | 0.23% | 81 |
|
|
2013
Q3 | $353K | Sell |
13,086
-37
| -0.3% | -$997 | 0.23% | 76 |
|
|
2013
Q2 | $321K | Buy |
+13,123
| New | +$321K | 0.22% | 80 |
|