SWM
SeaCrest Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $952K | Sell |
6,757
-8,388
| -55% | -$1.18M | 0.1% | 182 |
|
|
2025
Q1 | $1.77M | Sell |
15,145
-1,041
| -6% | -$121K | 0.2% | 89 |
|
|
2024
Q4 | $2.03M | Buy |
16,186
+147
| +0.9% | +$18.5K | 0.21% | 85 |
|
|
2024
Q3 | $1.67M | Buy |
16,039
+770
| +5% | +$80.3K | 0.18% | 107 |
|
|
2024
Q2 | $1.48M | Buy |
15,269
+127
| +0.8% | +$12.3K | 0.17% | 118 |
|
|
2024
Q1 | $1.43M | Sell |
15,142
-1,063
| -7% | -$100K | 0.17% | 121 |
|
|
2023
Q4 | $1.51M | Buy |
16,205
+764
| +5% | +$71.2K | 0.19% | 113 |
|
|
2023
Q3 | $1.26M | Buy |
15,441
+79
| +0.5% | +$6.45K | 0.16% | 123 |
|
|
2023
Q2 | $1.31M | Sell |
15,362
-196
| -1% | -$16.7K | 0.17% | 131 |
|
|
2023
Q1 | $1.37M | Buy |
15,558
+319
| +2% | +$28K | 0.19% | 117 |
|
|
2022
Q4 | $1.3M | Buy |
15,239
+970
| +7% | +$82.5K | 0.19% | 122 |
|
|
2022
Q3 | $1.13M | Sell |
14,269
-53
| -0.4% | -$4.19K | 0.17% | 128 |
|
|
2022
Q2 | $1.09M | Buy |
14,322
+760
| +6% | +$57.8K | 0.14% | 157 |
|
|
2022
Q1 | $1.19M | Buy |
13,562
+337
| +3% | +$29.4K | 0.14% | 164 |
|
|
2021
Q4 | $1.3M | Sell |
13,225
-159
| -1% | -$15.6K | 0.14% | 144 |
|
|
2021
Q3 | $1.3M | Sell |
13,384
-158
| -1% | -$15.4K | 0.16% | 138 |
|
|
2021
Q2 | $1.24M | Buy |
13,542
+661
| +5% | +$60.6K | 0.15% | 142 |
|
|
2021
Q1 | $1M | Buy |
12,881
+1,049
| +9% | +$81.4K | 0.13% | 173 |
|
|
2020
Q4 | $811K | Sell |
11,832
-293
| -2% | -$20.1K | 0.11% | 195 |
|
|
2020
Q3 | $586K | Sell |
12,125
-397
| -3% | -$19.2K | 0.09% | 224 |
|
|
2020
Q2 | $605K | Sell |
12,522
-133
| -1% | -$6.43K | 0.1% | 222 |
|
|
2020
Q1 | $430K | Sell |
12,655
-1,260
| -9% | -$42.8K | 0.09% | 234 |
|
|
2019
Q4 | $711K | Buy |
13,915
+306
| +2% | +$15.6K | 0.12% | 195 |
|
|
2019
Q3 | $581K | Sell |
13,609
-53
| -0.4% | -$2.26K | 0.11% | 226 |
|
|
2019
Q2 | $599K | Sell |
13,662
-465
| -3% | -$20.4K | 0.12% | 204 |
|
|
2019
Q1 | $596K | Buy |
14,127
+196
| +1% | +$8.27K | 0.1% | 199 |
|
|
2018
Q4 | $552K | Sell |
13,931
-739
| -5% | -$29.3K | 0.11% | 189 |
|
|
2018
Q3 | $683K | Buy |
14,670
+60
| +0.4% | +$2.79K | 0.12% | 184 |
|
|
2018
Q2 | $693K | Buy |
14,610
+59
| +0.4% | +$2.8K | 0.12% | 171 |
|
|
2018
Q1 | $785K | Sell |
14,551
-500
| -3% | -$27K | 0.14% | 139 |
|
|
2017
Q4 | $790K | Buy |
+15,051
| New | +$790K | 0.14% | 137 |
|