SVWAG
Sound View Wealth Advisors Group’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $817K | Sell |
5,798
-565
| -9% | -$79.6K | 0.06% | 211 |
|
|
2025
Q1 | $742K | Buy |
6,363
+674
| +12% | +$78.6K | 0.06% | 212 |
|
|
2024
Q4 | $715K | Sell |
5,689
-20
| -0.4% | -$2.51K | 0.06% | 220 |
|
|
2024
Q3 | $595K | Buy |
5,709
+1,211
| +27% | +$126K | 0.05% | 238 |
|
|
2024
Q2 | $437K | Buy |
4,498
+208
| +5% | +$20.2K | 0.05% | 251 |
|
|
2024
Q1 | $404K | Sell |
4,290
-80
| -2% | -$7.53K | 0.04% | 262 |
|
|
2023
Q4 | $408K | Buy |
4,370
+716
| +20% | +$66.8K | 0.05% | 264 |
|
|
2023
Q3 | $298K | Buy |
3,654
+534
| +17% | +$43.6K | 0.04% | 287 |
|
|
2023
Q2 | $266K | Buy |
3,120
+503
| +19% | +$43K | 0.03% | 304 |
|
|
2023
Q1 | $230K | Sell |
2,617
-1,753
| -40% | -$154K | 0.03% | 327 |
|
|
2022
Q4 | $408K | Buy |
+4,370
| New | +$408K | 0.05% | 264 |
|