PWMAG
Pinnacle Wealth Management Advisory Group’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.82M | Buy |
48,383
+1,277
| +3% | +$180K | 0.57% | 41 |
|
|
2025
Q1 | $5.5M | Buy |
47,106
+1,883
| +4% | +$220K | 0.51% | 49 |
|
|
2024
Q4 | $5.69M | Sell |
45,223
-30
| -0.1% | -$3.77K | 0.53% | 45 |
|
|
2024
Q3 | $4.72M | Buy |
45,253
+941
| +2% | +$98.1K | 0.45% | 55 |
|
|
2024
Q2 | $4.31M | Buy |
44,312
+1,634
| +4% | +$159K | 0.44% | 53 |
|
|
2024
Q1 | $4.02M | Sell |
42,678
-858
| -2% | -$80.8K | 0.43% | 54 |
|
|
2023
Q4 | $4.06M | Sell |
43,536
-5,905
| -12% | -$551K | 0.48% | 52 |
|
|
2023
Q3 | $4.04M | Buy |
49,441
+976
| +2% | +$79.7K | 0.52% | 48 |
|
|
2023
Q2 | $4.14M | Sell |
48,465
-2,968
| -6% | -$253K | 0.51% | 49 |
|
|
2023
Q1 | $4.52M | Sell |
51,433
-286
| -0.6% | -$25.1K | 0.61% | 43 |
|
|
2022
Q4 | $4.4M | Sell |
51,719
-3,229
| -6% | -$275K | 0.66% | 40 |
|
|
2022
Q3 | $4.34M | Sell |
54,948
-2,622
| -5% | -$207K | 0.72% | 33 |
|
|
2022
Q2 | $4.38M | Buy |
57,570
+2,743
| +5% | +$209K | 0.71% | 34 |
|
|
2022
Q1 | $4.79M | Buy |
54,827
+19,296
| +54% | +$1.69M | 0.69% | 36 |
|
|
2021
Q4 | $3.49M | Buy |
35,531
+11,941
| +51% | +$1.17M | 0.57% | 49 |
|
|
2021
Q3 | $2.3M | Sell |
23,590
-645
| -3% | -$62.8K | 0.54% | 50 |
|
|
2021
Q2 | $2.22M | Buy |
24,235
+1,405
| +6% | +$129K | 0.52% | 50 |
|
|
2021
Q1 | $1.77M | Sell |
22,830
-2,510
| -10% | -$195K | 0.5% | 50 |
|
|
2020
Q4 | $1.74M | Buy |
+25,340
| New | +$1.74M | 0.53% | 47 |
|