QWP
Quotient Wealth Partners’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Buy |
5,082
+1,110
| +28% | +$156K | 0.02% | 150 |
|
|
2025
Q1 | $463K | Buy |
3,972
+75
| +2% | +$8.75K | 0.01% | 184 |
|
|
2024
Q4 | $490K | Buy |
3,897
+510
| +15% | +$64.1K | 0.02% | 176 |
|
|
2024
Q3 | $353K | Buy |
3,387
+34
| +1% | +$3.54K | 0.01% | 223 |
|
|
2024
Q2 | $326K | Buy |
3,353
+570
| +20% | +$55.4K | 0.01% | 237 |
|
|
2024
Q1 | $262K | Sell |
2,783
-636
| -19% | -$59.9K | 0.01% | 251 |
|
|
2023
Q4 | $319K | Buy |
+3,419
| New | +$319K | 0.01% | 219 |
|