PWA
Primoris Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Hold |
2,335
| – | – | 0.22% | 75 |
|
|
2025
Q1 | $272K | Buy |
2,335
+30
| +1% | +$3.5K | 0.21% | 81 |
|
|
2024
Q4 | $290K | Hold |
2,305
| – | – | 0.22% | 75 |
|
|
2024
Q3 | $240K | Hold |
2,305
| – | – | 0.17% | 93 |
|
|
2024
Q2 | $224K | Hold |
2,305
| – | – | 0.18% | 90 |
|
|
2024
Q1 | $217K | Hold |
2,305
| – | – | 0.17% | 86 |
|
|
2023
Q4 | $215K | Buy |
+2,305
| New | +$215K | 0.2% | 82 |
|
|
2023
Q3 | – | Sell |
-2,429
| Closed | -$207K | – | 77 |
|
|
2023
Q2 | $207K | Hold |
2,429
| – | – | 0.23% | 64 |
|
|
2023
Q1 | $213K | Sell |
2,429
-264
| -10% | -$23.2K | 0.26% | 59 |
|
|
2022
Q4 | $229K | Buy |
+2,693
| New | +$229K | 0.35% | 52 |
|
|
2022
Q2 | – | Sell |
-2,429
| Closed | -$212K | – | 84 |
|
|
2022
Q1 | $212K | Hold |
2,429
| – | – | 0.2% | 69 |
|
|
2021
Q4 | $238K | Buy |
+2,429
| New | +$238K | 0.19% | 74 |
|