MWPCG
Measured Wealth Private Client Group’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Buy |
2,921
+567
| +24% | +$79.9K | 0.12% | 115 |
|
|
2025
Q1 | $275K | Sell |
2,354
-1,832
| -44% | -$214K | 0.09% | 142 |
|
|
2024
Q4 | $526K | Buy |
4,186
+432
| +12% | +$54.3K | 0.17% | 78 |
|
|
2024
Q3 | $391K | Sell |
3,754
-120
| -3% | -$12.5K | 0.13% | 106 |
|
|
2024
Q2 | $376K | Buy |
3,874
+216
| +6% | +$21K | 0.13% | 123 |
|
|
2024
Q1 | $344K | Buy |
3,658
+431
| +13% | +$40.6K | 0.12% | 128 |
|
|
2023
Q4 | $301K | Sell |
3,227
-352
| -10% | -$32.8K | 0.11% | 135 |
|
|
2023
Q3 | $292K | Buy |
3,579
+29
| +0.8% | +$2.37K | 0.12% | 126 |
|
|
2023
Q2 | $303K | Buy |
3,550
+28
| +0.8% | +$2.39K | 0.12% | 137 |
|
|
2023
Q1 | $309K | Sell |
3,522
-615
| -15% | -$54K | 0.12% | 130 |
|
|
2022
Q4 | $352K | Sell |
4,137
-71
| -2% | -$6.04K | 0.14% | 98 |
|
|
2022
Q3 | $332K | Buy |
+4,208
| New | +$332K | 0.15% | 93 |
|
|
2022
Q1 | – | Sell |
-2,945
| Closed | -$289K | – | 187 |
|
|
2021
Q4 | $289K | Buy |
2,945
+131
| +5% | +$12.9K | 0.1% | 128 |
|
|
2021
Q3 | $274K | Buy |
+2,814
| New | +$274K | 0.11% | 128 |
|
|
2019
Q3 | – | Sell |
-5,324
| Closed | -$233K | – | 180 |
|
|
2019
Q2 | $233K | Sell |
5,324
-255
| -5% | -$11.2K | 0.13% | 165 |
|
|
2019
Q1 | $235K | Buy |
+5,579
| New | +$235K | 0.14% | 153 |
|
|
2018
Q4 | – | Sell |
-4,536
| Closed | -$212K | – | 469 |
|
|
2018
Q3 | $212K | Hold |
4,536
| – | – | 0.13% | 140 |
|
|
2018
Q2 | $215K | Buy |
+4,536
| New | +$215K | 0.18% | 131 |
|