TPCW
TD Private Client Wealth’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Buy |
38,145
+2,516
| +7% | +$354K | 0.13% | 111 |
|
|
2025
Q1 | $4.16M | Buy |
35,629
+7,670
| +27% | +$895K | 0.11% | 125 |
|
|
2024
Q4 | $3.52M | Sell |
27,959
-6,366
| -19% | -$800K | 0.1% | 147 |
|
|
2024
Q3 | $3.58M | Buy |
34,325
+16,865
| +97% | +$1.76M | 0.1% | 154 |
|
|
2024
Q2 | $1.7M | Sell |
17,460
-1,889
| -10% | -$184K | 0.05% | 263 |
|
|
2024
Q1 | $1.82M | Sell |
19,349
-1,050
| -5% | -$98.9K | 0.06% | 255 |
|
|
2023
Q4 | $1.9M | Sell |
20,399
-43
| -0.2% | -$4.01K | 0.07% | 226 |
|
|
2023
Q3 | $1.67M | Buy |
20,442
+12,874
| +170% | +$1.05M | 0.07% | 236 |
|
|
2023
Q2 | $646K | Buy |
7,568
+799
| +12% | +$68.2K | 0.03% | 406 |
|
|
2023
Q1 | $594K | Sell |
6,769
-869
| -11% | -$76.3K | 0.03% | 407 |
|
|
2022
Q4 | $649K | Sell |
7,638
-381
| -5% | -$32.4K | 0.03% | 387 |
|
|
2022
Q3 | $634K | Sell |
8,019
-397
| -5% | -$31.4K | 0.03% | 378 |
|
|
2022
Q2 | $640K | Sell |
8,416
-8,940
| -52% | -$680K | 0.03% | 384 |
|
|
2022
Q1 | $1.52M | Sell |
17,356
-1,330
| -7% | -$116K | 0.06% | 274 |
|
|
2021
Q4 | $1.83M | Sell |
18,686
-5,025
| -21% | -$493K | 0.08% | 247 |
|
|
2021
Q3 | $2.31M | Sell |
23,711
-17,287
| -42% | -$1.68M | 0.1% | 207 |
|
|
2021
Q2 | $3.76M | Sell |
40,998
-10,442
| -20% | -$957K | 0.16% | 147 |
|
|
2021
Q1 | $3.99M | Sell |
51,440
-3,225
| -6% | -$250K | 0.19% | 127 |
|
|
2020
Q4 | $3.75M | Sell |
54,665
-11,038
| -17% | -$756K | 0.19% | 127 |
|
|
2020
Q3 | $3.18M | Sell |
65,703
-6,875
| -9% | -$332K | 0.18% | 125 |
|
|
2020
Q2 | $3.51M | Buy |
72,578
+5,267
| +8% | +$254K | 0.2% | 109 |
|
|
2020
Q1 | $2.29M | Buy |
67,311
+3,317
| +5% | +$113K | 0.16% | 129 |
|
|
2019
Q4 | $3.27M | Buy |
+63,994
| New | +$3.27M | 0.2% | 126 |
|