PFWA
Paces Ferry Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Sell |
3,237
-82
| -2% | -$11.6K | 0.21% | 66 |
|
|
2025
Q1 | $387K | Sell |
3,319
-38
| -1% | -$4.43K | 0.19% | 73 |
|
|
2024
Q4 | $422K | Sell |
3,357
-17
| -0.5% | -$2.14K | 0.21% | 67 |
|
|
2024
Q3 | $352K | Sell |
3,374
-7
| -0.2% | -$730 | 0.2% | 79 |
|
|
2024
Q2 | $329K | Hold |
3,381
| – | – | 0.2% | 83 |
|
|
2024
Q1 | $318K | Sell |
3,381
-141
| -4% | -$13.3K | 0.2% | 80 |
|
|
2023
Q4 | $328K | Sell |
3,522
-218
| -6% | -$20.3K | 0.23% | 82 |
|
|
2023
Q3 | $305K | Sell |
3,740
-31
| -0.8% | -$2.53K | 0.24% | 77 |
|
|
2023
Q2 | $322K | Buy |
3,771
+123
| +3% | +$10.5K | 0.24% | 77 |
|
|
2023
Q1 | $320K | Buy |
3,648
+96
| +3% | +$8.43K | 0.26% | 80 |
|
|
2022
Q4 | $302K | Sell |
3,552
-57
| -2% | -$4.85K | 0.29% | 78 |
|
|
2022
Q3 | $285K | Buy |
3,609
+13
| +0.4% | +$1.03K | 0.31% | 74 |
|
|
2022
Q2 | $274K | Buy |
3,596
+17
| +0.5% | +$1.3K | 0.27% | 80 |
|
|
2022
Q1 | $313K | Sell |
3,579
-50
| -1% | -$4.37K | 0.25% | 81 |
|
|
2021
Q4 | $356K | Sell |
3,629
-370
| -9% | -$36.3K | 0.26% | 81 |
|
|
2021
Q3 | $389K | Sell |
3,999
-1,408
| -26% | -$137K | 0.31% | 75 |
|
|
2021
Q2 | $496K | Sell |
5,407
-414
| -7% | -$38K | 0.38% | 62 |
|
|
2021
Q1 | $452K | Sell |
5,821
-196
| -3% | -$15.2K | 0.39% | 59 |
|
|
2020
Q4 | $412K | Sell |
6,017
-51
| -0.8% | -$3.49K | 0.38% | 66 |
|
|
2020
Q3 | $293K | Buy |
+6,068
| New | +$293K | 0.26% | 75 |
|