NWAM LLC’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Sell |
3,229
-219
| -6% | -$31.7K | 0.04% | 346 |
|
|
2025
Q1 | $402K | Sell |
3,448
-122
| -3% | -$14.2K | 0.03% | 360 |
|
|
2024
Q4 | $449K | Sell |
3,570
-78
| -2% | -$9.81K | 0.03% | 395 |
|
|
2024
Q3 | $380K | Buy |
+3,648
| New | +$380K | 0.02% | 434 |
|
|
2024
Q2 | – | Sell |
-3,670
| Closed | -$351K | – | 395 |
|
|
2024
Q1 | $351K | Sell |
3,670
-3
| -0.1% | -$287 | 0.03% | 402 |
|
|
2023
Q4 | $342K | Buy |
3,673
+140
| +4% | +$13.1K | 0.03% | 405 |
|
|
2023
Q3 | $289K | Sell |
3,533
-291
| -8% | -$23.8K | 0.03% | 395 |
|
|
2023
Q2 | $327K | Sell |
3,824
-122
| -3% | -$10.4K | 0.03% | 399 |
|
|
2023
Q1 | $346K | Buy |
3,946
+506
| +15% | +$44.4K | 0.04% | 337 |
|
|
2022
Q4 | $292K | Buy |
3,440
+475
| +16% | +$40.4K | 0.03% | 416 |
|
|
2022
Q3 | $234K | Buy |
+2,965
| New | +$234K | 0.02% | 429 |
|
|
2021
Q4 | – | Sell |
-2,087
| Closed | -$203K | – | 526 |
|
|
2021
Q3 | $203K | Buy |
+2,087
| New | +$203K | 0.02% | 473 |
|