MTWM
Masso Torrence Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
+1,601
| New | +$226K | 0.1% | 94 |
|
|
2025
Q1 | – | Sell |
-1,601
| Closed | -$201K | – | 108 |
|
|
2024
Q4 | $201K | Buy |
+1,601
| New | +$201K | 0.11% | 91 |
|
|
2023
Q4 | – | Sell |
-2,595
| Closed | -$212K | – | 93 |
|
|
2023
Q3 | $212K | Sell |
2,595
-2,132
| -45% | -$174K | 0.16% | 77 |
|
|
2023
Q2 | $404K | Buy |
4,727
+1,060
| +29% | +$90.5K | 0.29% | 61 |
|
|
2023
Q1 | $322K | Hold |
3,667
| – | – | 0.26% | 69 |
|
|
2022
Q4 | $312K | Buy |
+3,667
| New | +$312K | 0.25% | 73 |
|
|
2022
Q1 | – | Sell |
-32
| Closed | -$3K | – | 252 |
|
|
2021
Q4 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 341 |
|