NQWM
MS icon

Northwest Quadrant Wealth Management’s Morgan Stanley MS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$248K Buy
1,759
+4
+0.2% +$563 0.06% 58
2025
Q1
$205K Sell
1,755
-127
-7% -$14.8K 0.05% 64
2024
Q4
$237K Buy
+1,882
New +$237K 0.05% 65