PWP
Precedent Wealth Partners’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Hold |
1,729
| – | – | 0.06% | 159 |
|
|
2025
Q1 | $202K | Sell |
1,729
-124
| -7% | -$14.5K | 0.06% | 154 |
|
|
2024
Q4 | $233K | Buy |
+1,853
| New | +$233K | 0.08% | 142 |
|
|
2024
Q1 | – | Sell |
-2,626
| Closed | -$245K | – | 139 |
|
|
2023
Q4 | $245K | Buy |
+2,626
| New | +$245K | 0.12% | 122 |
|