TWA
TCI Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
+1,483
| New | +$209K | 0.01% | 236 |
|
|
2023
Q2 | – | Sell |
-818
| Closed | -$71.8K | – | 1441 |
|
|
2023
Q1 | $71.8K | Buy |
818
+70
| +9% | +$6.15K | 0.01% | 347 |
|
|
2022
Q4 | $63.6K | Sell |
748
-116
| -13% | -$9.86K | 0.01% | 345 |
|
|
2022
Q3 | $68K | Buy |
864
+126
| +17% | +$9.92K | 0.01% | 311 |
|
|
2022
Q2 | $56K | Sell |
738
-3
| -0.4% | -$228 | 0.01% | 344 |
|
|
2022
Q1 | $65K | Sell |
741
-11
| -1% | -$965 | 0.01% | 339 |
|
|
2021
Q4 | $74K | Hold |
752
| – | – | 0.01% | 318 |
|
|
2021
Q3 | $73K | Hold |
752
| – | – | 0.01% | 329 |
|
|
2021
Q2 | $69K | Sell |
752
-13
| -2% | -$1.19K | 0.01% | 314 |
|
|
2021
Q1 | $59K | Buy |
765
+129
| +20% | +$9.95K | 0.03% | 302 |
|
|
2020
Q4 | $44K | Buy |
636
+189
| +42% | +$13.1K | 0.02% | 337 |
|
|
2020
Q3 | $22K | Hold |
447
| – | – | 0.01% | 420 |
|
|
2020
Q2 | $22K | Sell |
447
-8
| -2% | -$394 | 0.01% | 412 |
|
|
2020
Q1 | $15K | Sell |
455
-745
| -62% | -$24.6K | 0.01% | 489 |
|
|
2019
Q4 | $61K | Buy |
1,200
+783
| +188% | +$39.8K | 0.02% | 336 |
|
|
2019
Q3 | $18K | Sell |
417
-107
| -20% | -$4.62K | 0.01% | 512 |
|
|
2019
Q2 | $23K | Hold |
524
| – | – | 0.01% | 440 |
|
|
2019
Q1 | $22K | Buy |
524
+98
| +23% | +$4.12K | 0.01% | 474 |
|
|
2018
Q4 | $17K | Buy |
426
+4
| +0.9% | +$160 | 0.01% | 499 |
|
|
2018
Q3 | $20K | Buy |
422
+5
| +1% | +$237 | 0.01% | 494 |
|
|
2018
Q2 | $20K | Hold |
417
| – | – | 0.01% | 483 |
|
|
2018
Q1 | $23K | Hold |
417
| – | – | 0.01% | 454 |
|
|
2017
Q4 | $22K | Hold |
417
| – | – | 0.01% | 480 |
|
|
2017
Q3 | $20K | Sell |
417
-4
| -1% | -$192 | 0.01% | 461 |
|
|
2017
Q2 | $19K | Hold |
421
| – | – | 0.01% | 470 |
|
|
2017
Q1 | $18K | Sell |
421
-102
| -20% | -$4.36K | 0.01% | 462 |
|
|
2016
Q4 | $22K | Buy |
523
+102
| +24% | +$4.29K | 0.01% | 464 |
|
|
2016
Q3 | $13K | Hold |
421
| – | – | 0.01% | 521 |
|
|
2016
Q2 | $11K | Hold |
421
| – | – | 0.01% | 550 |
|
|
2016
Q1 | $11K | Sell |
421
-436
| -51% | -$11.4K | 0.01% | 560 |
|
|
2015
Q4 | $27K | Buy |
857
+525
| +158% | +$16.5K | 0.02% | 391 |
|
|
2015
Q3 | $10K | Hold |
332
| – | – | 0.01% | 513 |
|
|
2015
Q2 | $13K | Hold |
332
| – | – | 0.01% | 476 |
|
|
2015
Q1 | $12K | Hold |
332
| – | – | 0.01% | 427 |
|
|
2014
Q4 | $13K | Hold |
332
| – | – | 0.01% | 415 |
|
|
2014
Q3 | $11K | Hold |
332
| – | – | 0.01% | 427 |
|
|
2014
Q2 | $11K | Hold |
332
| – | – | 0.01% | 448 |
|
|
2014
Q1 | $10K | Hold |
332
| – | – | 0.01% | 421 |
|
|
2013
Q4 | $10K | Hold |
332
| – | – | 0.01% | 425 |
|
|
2013
Q3 | $9K | Hold |
332
| – | – | 0.01% | 392 |
|
|
2013
Q2 | $8K | Buy |
+332
| New | +$8K | 0.01% | 398 |
|