SW
SkyOak Wealth’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6M | Buy |
42,627
+6
| +0% | +$845 | 1.21% | 25 |
|
|
2025
Q1 | $4.97M | Sell |
42,621
-1,129
| -3% | -$132K | 1.09% | 25 |
|
|
2024
Q4 | $5.5M | Sell |
43,750
-829
| -2% | -$104K | 1.18% | 24 |
|
|
2024
Q3 | $4.65M | Buy |
44,579
+8
| +0% | +$834 | 1.03% | 24 |
|
|
2024
Q2 | $4.33M | Sell |
44,571
-814
| -2% | -$79.1K | 1.01% | 27 |
|
|
2024
Q1 | $4.27M | Buy |
45,385
+1,721
| +4% | +$162K | 1.02% | 24 |
|
|
2023
Q4 | $4.07M | Sell |
43,664
-513
| -1% | -$47.8K | 1.06% | 23 |
|
|
2023
Q3 | $3.61M | Sell |
44,177
-367
| -0.8% | -$30K | 1.05% | 27 |
|
|
2023
Q2 | $3.8M | Sell |
44,544
-935
| -2% | -$79.8K | 1.07% | 26 |
|
|
2023
Q1 | $3.99M | Sell |
45,479
-626
| -1% | -$55K | 1.22% | 22 |
|
|
2022
Q4 | $3.92M | Sell |
46,105
-1,102
| -2% | -$93.7K | 1.32% | 19 |
|
|
2022
Q3 | $3.73M | Sell |
47,207
-591
| -1% | -$46.7K | 1.34% | 19 |
|
|
2022
Q2 | $3.64M | Sell |
47,798
-754
| -2% | -$57.3K | 1.24% | 22 |
|
|
2022
Q1 | $4.24M | Buy |
48,552
+725
| +2% | +$63.4K | 1.18% | 24 |
|
|
2021
Q4 | $4.7M | Buy |
47,827
+587
| +1% | +$57.6K | 1.19% | 24 |
|
|
2021
Q3 | $4.6M | Sell |
47,240
-178
| -0.4% | -$17.3K | 1.24% | 18 |
|
|
2021
Q2 | $4.35M | Buy |
47,418
+61
| +0.1% | +$5.59K | 1.16% | 20 |
|
|
2021
Q1 | $3.92M | Buy |
47,357
+994
| +2% | +$82.2K | 1.09% | 23 |
|
|
2020
Q4 | $3.18M | Sell |
46,363
-1,424
| -3% | -$97.6K | 0.99% | 31 |
|
|
2020
Q3 | $2.31M | Buy |
+47,787
| New | +$2.31M | 0.83% | 35 |
|