SWM
Sculati Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.39M | Sell |
31,172
-564
| -2% | -$79.4K | 1.65% | 15 |
|
|
2025
Q1 | $3.7M | Sell |
31,736
-1,038
| -3% | -$121K | 1.5% | 15 |
|
|
2024
Q4 | $4.12M | Sell |
32,774
-1,063
| -3% | -$134K | 1.63% | 16 |
|
|
2024
Q3 | $3.53M | Sell |
33,837
-521
| -2% | -$54.3K | 1.41% | 18 |
|
|
2024
Q2 | $3.34M | Sell |
34,358
-655
| -2% | -$63.7K | 1.43% | 18 |
|
|
2024
Q1 | $3.3M | Sell |
35,013
-1,402
| -4% | -$132K | 1.42% | 20 |
|
|
2023
Q4 | $3.4M | Sell |
36,415
-35
| -0.1% | -$3.26K | 1.58% | 16 |
|
|
2023
Q3 | $2.98M | Sell |
36,450
-112
| -0.3% | -$9.15K | 1.52% | 17 |
|
|
2023
Q2 | $3.12M | Sell |
36,562
-430
| -1% | -$36.7K | 1.57% | 13 |
|
|
2023
Q1 | $3.25M | Sell |
36,992
-375
| -1% | -$32.9K | 1.72% | 12 |
|
|
2022
Q4 | $3.18M | Sell |
37,367
-1,600
| -4% | -$136K | 1.79% | 12 |
|
|
2022
Q3 | $3.08M | Buy |
38,967
+2,341
| +6% | +$185K | 1.82% | 11 |
|
|
2022
Q2 | $2.79M | Buy |
36,626
+155
| +0.4% | +$11.8K | 1.59% | 14 |
|
|
2022
Q1 | $3.19M | Buy |
36,471
+315
| +0.9% | +$27.5K | 1.56% | 14 |
|
|
2021
Q4 | $3.55M | Buy |
36,156
+328
| +0.9% | +$32.2K | 1.72% | 12 |
|
|
2021
Q3 | $3.49M | Sell |
35,828
-620
| -2% | -$60.3K | 1.85% | 11 |
|
|
2021
Q2 | $3.34M | Sell |
36,448
-75
| -0.2% | -$6.88K | 1.77% | 11 |
|
|
2021
Q1 | $2.84M | Sell |
36,523
-41
| -0.1% | -$3.18K | 1.63% | 14 |
|
|
2020
Q4 | $2.51M | Buy |
36,564
+150
| +0.4% | +$10.3K | 1.65% | 16 |
|
|
2020
Q3 | $1.76M | Buy |
36,414
+1,950
| +6% | +$94.3K | 1.32% | 25 |
|
|
2020
Q2 | $1.67M | Buy |
34,464
+147
| +0.4% | +$7.1K | 1.4% | 27 |
|
|
2020
Q1 | $1.17M | Buy |
34,317
+2,186
| +7% | +$74.3K | 1.28% | 27 |
|
|
2019
Q4 | $1.64M | Buy |
+32,131
| New | +$1.64M | 1.47% | 20 |
|