SWA
Sutton Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $194K | Buy |
2,377
+61
| +3% | +$4.98K | 0.1% | 111 |
|
|
2023
Q2 | $198K | Buy |
2,316
+495
| +27% | +$42.3K | 0.1% | 110 |
|
|
2023
Q1 | $160K | Sell |
1,821
-19
| -1% | -$1.67K | 0.09% | 122 |
|
|
2022
Q4 | $156K | Hold |
1,840
| – | – | 0.06% | 199 |
|
|
2022
Q3 | $145K | Buy |
1,840
+476
| +35% | +$37.6K | 0.06% | 202 |
|
|
2022
Q2 | $104K | Buy |
1,364
+236
| +21% | +$18K | 0.04% | 236 |
|
|
2022
Q1 | $98.6K | Buy |
1,128
+247
| +28% | +$21.6K | 0.03% | 252 |
|
|
2021
Q4 | $86.5K | Buy |
881
+12
| +1% | +$1.18K | 0.03% | 289 |
|
|
2021
Q3 | $84.6K | Hold |
869
| – | – | 0.03% | 272 |
|
|
2021
Q2 | $79.7K | Buy |
869
+60
| +7% | +$5.5K | 0.03% | 285 |
|
|
2021
Q1 | $62.8K | Buy |
809
+3
| +0.4% | +$233 | 0.02% | 333 |
|
|
2020
Q4 | $55.2K | Buy |
806
+39
| +5% | +$2.67K | 0.02% | 333 |
|
|
2020
Q3 | $37.1K | Buy |
767
+31
| +4% | +$1.5K | 0.02% | 370 |
|
|
2020
Q2 | $35.5K | Sell |
736
-37
| -5% | -$1.79K | 0.02% | 380 |
|
|
2020
Q1 | $26.3K | Buy |
773
+66
| +9% | +$2.24K | 0.02% | 399 |
|
|
2019
Q4 | $36.1K | Hold |
707
| – | – | 0.02% | 404 |
|
|
2019
Q3 | $30.2K | Hold |
707
| – | – | 0.02% | 444 |
|
|
2019
Q2 | $31K | Hold |
707
| – | – | 0.02% | 443 |
|
|
2019
Q1 | $29.8K | Hold |
707
| – | – | 0.02% | 443 |
|
|
2018
Q4 | $28K | Buy |
707
+10
| +1% | +$397 | 0.02% | 420 |
|
|
2018
Q3 | $32.5K | Hold |
697
| – | – | 0.02% | 411 |
|
|
2018
Q2 | $33K | Hold |
697
| – | – | 0.02% | 399 |
|
|
2018
Q1 | $37.6K | Buy |
697
+130
| +23% | +$7.02K | 0.03% | 351 |
|
|
2017
Q4 | $29.8K | Hold |
567
| – | – | 0.02% | 413 |
|
|
2017
Q3 | $27.3K | Hold |
567
| – | – | 0.02% | 437 |
|
|
2017
Q2 | $25.3K | Hold |
567
| – | – | 0.02% | 450 |
|
|
2017
Q1 | $24.3K | Hold |
567
| – | – | 0.02% | 441 |
|
|
2016
Q4 | $24K | Hold |
567
| – | – | 0.02% | 442 |
|
|
2016
Q3 | $18.2K | Hold |
567
| – | – | 0.02% | 485 |
|
|
2016
Q2 | $14.7K | Buy |
567
+4
| +0.7% | +$104 | 0.01% | 527 |
|
|
2016
Q1 | $14.1K | Buy |
+563
| New | +$14.1K | 0.01% | 530 |
|