SWA
Sax Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Buy |
4,087
+1,025
| +33% | +$144K | 0.03% | 235 |
|
|
2025
Q1 | $357K | Buy |
3,062
+378
| +14% | +$44.1K | 0.03% | 267 |
|
|
2024
Q4 | $337K | Buy |
2,684
+265
| +11% | +$33.3K | 0.03% | 249 |
|
|
2024
Q3 | $252K | Buy |
2,419
+69
| +3% | +$7.19K | 0.02% | 247 |
|
|
2024
Q2 | $228K | Buy |
+2,350
| New | +$228K | 0.02% | 250 |
|