PWMG
Pinnacle Wealth Management Group’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.5M | Sell |
31,927
-167
| -0.5% | -$23.5K | 2.58% | 12 |
|
|
2025
Q1 | $3.74M | Sell |
32,094
-318
| -1% | -$37.1K | 2.61% | 15 |
|
|
2024
Q4 | $4.07M | Buy |
32,412
+122
| +0.4% | +$15.3K | 2.54% | 15 |
|
|
2024
Q3 | $3.37M | Sell |
32,290
-266
| -0.8% | -$27.7K | 2.12% | 16 |
|
|
2024
Q2 | $3.16M | Sell |
32,556
-121
| -0.4% | -$11.8K | 2.14% | 17 |
|
|
2024
Q1 | $3.08M | Buy |
32,677
+159
| +0.5% | +$15K | 2.29% | 14 |
|
|
2023
Q4 | $3.03M | Sell |
32,518
-1,400
| -4% | -$131K | 2.49% | 10 |
|
|
2023
Q3 | $2.77M | Buy |
33,918
+310
| +0.9% | +$25.3K | 2.52% | 10 |
|
|
2023
Q2 | $2.87M | Sell |
33,608
-400
| -1% | -$34.2K | 2.51% | 10 |
|
|
2023
Q1 | $2.99M | Buy |
34,008
+950
| +3% | +$83.4K | 2.59% | 8 |
|
|
2022
Q4 | $2.81M | Sell |
33,058
-150
| -0.5% | -$12.8K | 2.49% | 9 |
|
|
2022
Q3 | $2.62M | Buy |
33,208
+300
| +0.9% | +$23.7K | 2.31% | 9 |
|
|
2022
Q2 | $2.5M | Sell |
32,908
-300
| -0.9% | -$22.8K | 2.09% | 10 |
|
|
2022
Q1 | $2.9M | Buy |
33,208
+765
| +2% | +$66.9K | 2.18% | 10 |
|
|
2021
Q4 | $3.19M | Buy |
32,443
+450
| +1% | +$44.2K | 2.36% | 10 |
|
|
2021
Q3 | $3.11M | Sell |
31,993
-1,250
| -4% | -$122K | 2.34% | 10 |
|
|
2021
Q2 | $3.05M | Buy |
+33,243
| New | +$3.05M | 2.22% | 12 |
|