KWM
Kingsview Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
8,064
+260
| +3% | +$36.6K | 0.02% | 550 |
|
|
2025
Q1 | $910K | Buy |
7,804
+1,565
| +25% | +$183K | 0.02% | 567 |
|
|
2024
Q4 | $784K | Sell |
6,239
-377
| -6% | -$47.4K | 0.02% | 614 |
|
|
2024
Q3 | $690K | Buy |
6,616
+1,025
| +18% | +$107K | 0.01% | 623 |
|
|
2024
Q2 | $543K | Buy |
5,591
+17
| +0.3% | +$1.65K | 0.01% | 661 |
|
|
2024
Q1 | $525K | Sell |
5,574
-688
| -11% | -$64.8K | 0.01% | 653 |
|
|
2023
Q4 | $584K | Sell |
6,262
-523
| -8% | -$48.8K | 0.02% | 602 |
|
|
2023
Q3 | $554K | Buy |
6,785
+1,070
| +19% | +$87.4K | 0.02% | 592 |
|
|
2023
Q2 | $488K | Sell |
5,715
-170
| -3% | -$14.5K | 0.02% | 599 |
|
|
2023
Q1 | $517K | Buy |
5,885
+633
| +12% | +$55.6K | 0.02% | 566 |
|
|
2022
Q4 | $447K | Sell |
5,252
-117
| -2% | -$9.95K | 0.02% | 546 |
|
|
2022
Q3 | $424K | Sell |
5,369
-1,003
| -16% | -$79.2K | 0.02% | 541 |
|
|
2022
Q2 | $485K | Sell |
6,372
-2,293
| -26% | -$175K | 0.02% | 543 |
|
|
2022
Q1 | $757K | Sell |
8,665
-154
| -2% | -$13.5K | 0.03% | 474 |
|
|
2021
Q4 | $866K | Buy |
8,819
+2,046
| +30% | +$201K | 0.04% | 441 |
|
|
2021
Q3 | $659K | Buy |
6,773
+1,297
| +24% | +$126K | 0.03% | 483 |
|
|
2021
Q2 | $504K | Buy |
5,476
+552
| +11% | +$50.8K | 0.02% | 555 |
|
|
2021
Q1 | $385K | Buy |
4,924
+1,973
| +67% | +$154K | 0.02% | 575 |
|
|
2020
Q4 | $202K | Buy |
+2,951
| New | +$202K | 0.01% | 659 |
|
|
2018
Q4 | – | Sell |
-5,664
| Closed | -$264K | – | 366 |
|
|
2018
Q3 | $264K | Buy |
5,664
+1,283
| +29% | +$59.8K | 0.05% | 305 |
|
|
2018
Q2 | $208K | Buy |
4,381
+85
| +2% | +$4.04K | 0.05% | 300 |
|
|
2018
Q1 | $232K | Sell |
4,296
-235
| -5% | -$12.7K | 0.06% | 286 |
|
|
2017
Q4 | $238K | Hold |
4,531
| – | – | 0.08% | 275 |
|
|
2017
Q3 | $218K | Sell |
4,531
-870
| -16% | -$41.9K | 0.1% | 251 |
|
|
2017
Q2 | $241K | Buy |
5,401
+650
| +14% | +$29K | 0.12% | 213 |
|
|
2017
Q1 | $204K | Buy |
+4,751
| New | +$204K | 0.12% | 221 |
|