Morgan Stanley’s Prestige Wealth PWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $187 | Sell |
530
-2,097
| -80% | -$740 | ﹤0.01% | 7580 |
|
|
2025
Q1 | $1.08K | Buy |
2,627
+292
| +13% | +$120 | ﹤0.01% | 7274 |
|
|
2024
Q4 | $3.04K | Buy |
+2,335
| New | +$3.04K | ﹤0.01% | 7112 |
|
|
2024
Q1 | – | Sell |
-130
| Closed | -$274 | – | 7940 |
|
|
2023
Q4 | $274 | Buy |
+130
| New | +$274 | ﹤0.01% | 7324 |
|