McIlrath & Eck’s Morgan Stanley MS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.93K	Hold	35	–	–	﹤0.01%	721
2025 Q1	$4.08K	Hold	35	–	–	﹤0.01%	757
2024 Q4	$4.4K	Hold	35	–	–	﹤0.01%	779
2024 Q3	$3.65K	Sell	35 -35	-50%	-$3.65K	﹤0.01%	796
2024 Q2	$6.8K	Hold	70	–	–	﹤0.01%	670
2024 Q1	$6.59K	Hold	70	–	–	﹤0.01%	673
2023 Q4	$6.53K	Hold	70	–	–	﹤0.01%	629
2023 Q3	$5.72K	Hold	70	–	–	﹤0.01%	630
2023 Q2	$5.98K	Buy	70 +47	+204%	+$4.01K	﹤0.01%	635
2023 Q1	$2.02K	Sell	23 -1,147	-98%	-$101K	﹤0.01%	776
2022 Q4	$99.5K	Hold	1,170	–	–	0.03%	150
2022 Q3	$92K	Hold	1,170	–	–	0.03%	156
2022 Q2	$89K	Buy	1,170 +119	+11%	+$9.05K	0.03%	147
2022 Q1	$92K	Hold	1,051	–	–	0.03%	151
2021 Q4	$103K	Buy	1,051 +81	+8%	+$7.94K	0.03%	136
2021 Q3	$94K	Hold	970	–	–	0.03%	145
2021 Q2	$89K	Buy	970 +432	+80%	+$39.6K	0.03%	168
2021 Q1	$42K	Buy	538 +148	+38%	+$11.6K	0.01%	227
2020 Q4	$27K	Hold	390	–	–	0.01%	258
2020 Q3	$19K	Sell	390 -100	-20%	-$4.87K	0.01%	277
2020 Q2	$24K	Hold	490	–	–	0.01%	210
2020 Q1	$17K	Hold	490	–	–	0.01%	218
2019 Q4	$25K	Sell	490 -825	-63%	-$42.1K	0.01%	202
2019 Q3	$56K	Hold	1,315	–	–	0.03%	115
2019 Q2	$55K	Hold	1,315	–	–	0.03%	121
2019 Q1	$55K	Hold	1,315	–	–	0.03%	121
2018 Q4	$52K	Sell	1,315 -144	-10%	-$5.69K	0.03%	118
2018 Q3	$68K	Hold	1,459	–	–	0.04%	111
2018 Q2	$69K	Hold	1,459	–	–	0.04%	97
2018 Q1	$79K	Sell	1,459 -468	-24%	-$25.3K	0.05%	96
2017 Q4	$101K	Buy	+1,927	New	+$101K	0.06%	85