LRWA
Long Run Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
12,285
-1,064
| -8% | -$150K | 0.36% | 50 |
|
|
2025
Q1 | $1.56M | Buy |
13,349
+2,206
| +20% | +$257K | 0.35% | 49 |
|
|
2024
Q4 | $1.4M | Sell |
11,143
-2,136
| -16% | -$269K | 0.34% | 51 |
|
|
2024
Q3 | $1.38M | Sell |
13,279
-158
| -1% | -$16.5K | 0.33% | 53 |
|
|
2024
Q2 | $1.31M | Sell |
13,437
-225
| -2% | -$21.9K | 0.33% | 58 |
|
|
2024
Q1 | $1.29M | Buy |
13,662
+594
| +5% | +$55.9K | 0.34% | 53 |
|
|
2023
Q4 | $1.22M | Sell |
13,068
-250
| -2% | -$23.3K | 0.35% | 53 |
|
|
2023
Q3 | $1.09M | Sell |
13,318
-5
| -0% | -$408 | 0.35% | 53 |
|
|
2023
Q2 | $1.14M | Sell |
13,323
-2,145
| -14% | -$183K | 0.36% | 56 |
|
|
2023
Q1 | $1.36M | Buy |
15,468
+168
| +1% | +$14.8K | 0.46% | 52 |
|
|
2022
Q4 | $1.3M | Buy |
15,300
+285
| +2% | +$24.2K | 0.47% | 53 |
|
|
2022
Q3 | $1.19M | Buy |
15,015
+2,316
| +18% | +$183K | 0.47% | 47 |
|
|
2022
Q2 | $966K | Buy |
12,699
+250
| +2% | +$19K | 0.37% | 57 |
|
|
2022
Q1 | $1.09M | Buy |
12,449
+1,259
| +11% | +$110K | 0.38% | 55 |
|
|
2021
Q4 | $1.09M | Buy |
+11,190
| New | +$1.09M | 0.38% | 57 |
|