LWM
LJI Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Hold |
1,871
| – | – | 0.05% | 157 |
|
|
2025
Q1 | $218K | Hold |
1,871
| – | – | 0.04% | 166 |
|
|
2024
Q4 | $235K | Buy |
+1,871
| New | +$235K | 0.05% | 156 |
|
|
2023
Q3 | – | Sell |
-14,849
| Closed | -$151K | – | 178 |
|
|
2023
Q2 | $151K | Buy |
+14,849
| New | +$151K | 0.04% | 153 |
|