PFA
Pathway Financial Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,928
| Closed | -$342K | – | 159 |
|
|
2025
Q1 | $342K | Hold |
2,928
| – | – | 0.06% | 121 |
|
|
2024
Q4 | $368K | Hold |
2,928
| – | – | 0.08% | 111 |
|
|
2024
Q3 | $305K | Buy |
2,928
+190
| +7% | +$19.8K | 0.08% | 122 |
|
|
2024
Q2 | $266K | Hold |
2,738
| – | – | 0.07% | 131 |
|
|
2024
Q1 | $258K | Buy |
2,738
+1
| +0% | +$94 | 0.07% | 136 |
|
|
2023
Q4 | $255K | Hold |
2,737
| – | – | 0.07% | 128 |
|
|
2023
Q3 | $224K | Hold |
2,737
| – | – | 0.08% | 121 |
|
|
2023
Q2 | $234K | Sell |
2,737
-83
| -3% | -$7.09K | 0.08% | 114 |
|
|
2023
Q1 | $248K | Hold |
2,820
| – | – | 0.08% | 112 |
|
|
2022
Q4 | $240K | Hold |
2,820
| – | – | 0.07% | 110 |
|
|
2022
Q3 | $223K | Buy |
2,820
+3
| +0.1% | +$237 | 0.08% | 116 |
|
|
2022
Q2 | $214K | Buy |
2,817
+50
| +2% | +$3.8K | 0.09% | 122 |
|
|
2022
Q1 | $242K | Buy |
2,767
+50
| +2% | +$4.37K | 0.09% | 123 |
|
|
2021
Q4 | $279K | Buy |
+2,717
| New | +$279K | 0.1% | 108 |
|
|
2021
Q1 | $235K | Buy |
+2,717
| New | +$235K | 0.09% | 109 |
|
|
2018
Q3 | – | Sell |
-2,195
| Closed | -$104K | – | 265 |
|
|
2018
Q2 | $104K | Hold |
2,195
| – | – | 0.06% | 156 |
|
|
2018
Q1 | $118K | Hold |
2,195
| – | – | 0.07% | 142 |
|
|
2017
Q4 | $115K | Buy |
+2,195
| New | +$115K | 0.07% | 143 |
|