MCWA
Meadow Creek Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
2,799
+69
| +3% | +$9.72K | 0.27% | 78 |
|
|
2025
Q1 | $319K | Buy |
2,730
+153
| +6% | +$17.9K | 0.24% | 97 |
|
|
2024
Q4 | $324K | Buy |
2,577
+96
| +4% | +$12.1K | 0.23% | 92 |
|
|
2024
Q3 | $259K | Buy |
2,481
+346
| +16% | +$36.1K | 0.21% | 111 |
|
|
2024
Q2 | $208K | Buy |
+2,135
| New | +$208K | 0.2% | 114 |
|