SOA Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Sell |
994
-26
| -3% | -$3.66K | 0.03% | 241 |
|
|
2025
Q1 | $119K | Buy |
1,020
+1
| +0.1% | +$117 | 0.02% | 242 |
|
|
2024
Q4 | $128K | Buy |
1,019
+2
| +0.2% | +$251 | 0.02% | 230 |
|
|
2024
Q3 | $106K | Buy |
1,017
+2
| +0.2% | +$209 | 0.02% | 247 |
|
|
2024
Q2 | $98.7K | Buy |
1,015
+2
| +0.2% | +$194 | 0.02% | 250 |
|
|
2024
Q1 | $95.4K | Buy |
1,013
+2
| +0.2% | +$188 | 0.02% | 248 |
|
|
2023
Q4 | $94.3K | Buy |
1,011
+2
| +0.2% | +$187 | 0.02% | 243 |
|
|
2023
Q3 | $82.4K | Buy |
1,009
+2
| +0.2% | +$163 | 0.02% | 245 |
|
|
2023
Q2 | $86K | Buy |
1,007
+283
| +39% | +$24.2K | 0.02% | 246 |
|
|
2023
Q1 | $63.5K | Buy |
724
+50
| +7% | +$4.39K | 0.02% | 261 |
|
|
2022
Q4 | $57.3K | Buy |
674
+2
| +0.3% | +$170 | 0.02% | 267 |
|
|
2022
Q3 | $53K | Buy |
672
+2
| +0.3% | +$158 | 0.02% | 258 |
|
|
2022
Q2 | $50K | Sell |
670
-13
| -2% | -$970 | 0.01% | 266 |
|
|
2022
Q1 | $59K | Buy |
683
+1
| +0.1% | +$86 | 0.01% | 285 |
|
|
2021
Q4 | $67K | Buy |
682
+2
| +0.3% | +$196 | 0.02% | 262 |
|
|
2021
Q3 | $66K | Buy |
680
+1
| +0.1% | +$97 | 0.02% | 276 |
|
|
2021
Q2 | $62K | Sell |
679
-54
| -7% | -$4.93K | 0.02% | 282 |
|
|
2021
Q1 | $56K | Buy |
733
+2
| +0.3% | +$153 | 0.02% | 260 |
|
|
2020
Q4 | $54K | Buy |
+731
| New | +$54K | 0.01% | 254 |
|