PWAG
Polaris Wealth Advisory Group’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.41M | Sell |
41,767
-134,607
| -76% | -$11M | 0.26% | 90 |
|
|
2023
Q2 | $15.1M | Sell |
176,374
-613
| -0.3% | -$52.4K | 1.14% | 28 |
|
|
2023
Q1 | $15.5M | Sell |
176,987
-9,608
| -5% | -$844K | 1.15% | 28 |
|
|
2022
Q4 | $16.7M | Sell |
186,595
-145,259
| -44% | -$13M | 1.24% | 26 |
|
|
2022
Q3 | $26M | Sell |
331,854
-10,269
| -3% | -$805K | 2.16% | 13 |
|
|
2022
Q2 | $26M | Buy |
+342,123
| New | +$26M | 2.08% | 21 |
|
|
2019
Q2 | – | Sell |
-5,386
| Closed | -$234K | – | 165 |
|
|
2019
Q1 | $234K | Hold |
5,386
| – | – | 0.02% | 144 |
|
|
2018
Q4 | $214K | Hold |
5,386
| – | – | 0.02% | 139 |
|
|
2018
Q3 | $251K | Sell |
5,386
-494,822
| -99% | -$23.1M | 0.02% | 141 |
|
|
2018
Q2 | $27M | Sell |
500,208
-218
| -0% | -$11.8K | 2.28% | 13 |
|
|
2018
Q1 | $27M | Buy |
500,426
+28,971
| +6% | +$1.56M | 2.2% | 13 |
|
|
2017
Q4 | $24.7M | Buy |
471,455
+21,504
| +5% | +$1.13M | 2.03% | 10 |
|
|
2017
Q3 | $21.7M | Buy |
449,951
+6,574
| +1% | +$317K | 1.91% | 14 |
|
|
2017
Q2 | $19.8M | Buy |
+443,377
| New | +$19.8M | 2.25% | 18 |
|