TF
TLWM Financial’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
13,791
-72
| -0.5% | -$10.1K | 0.37% | 22 |
|
|
2025
Q1 | $1.62M | Buy |
13,863
+248
| +2% | +$28.9K | 0.32% | 28 |
|
|
2024
Q4 | $1.71M | Buy |
13,615
+584
| +4% | +$73.4K | 0.34% | 23 |
|
|
2024
Q3 | $1.36M | Sell |
13,031
-240
| -2% | -$25K | 0.28% | 28 |
|
|
2024
Q2 | $1.29M | Buy |
13,271
+51
| +0.4% | +$4.96K | 0.28% | 28 |
|
|
2024
Q1 | $1.24M | Sell |
13,220
-255
| -2% | -$24K | 0.28% | 30 |
|
|
2023
Q4 | $1.26M | Buy |
13,475
+84
| +0.6% | +$7.83K | 0.3% | 26 |
|
|
2023
Q3 | $1.09M | Buy |
13,391
+470
| +4% | +$38.4K | 0.29% | 28 |
|
|
2023
Q2 | $1.1M | Buy |
12,921
+163
| +1% | +$13.9K | 0.32% | 28 |
|
|
2023
Q1 | $1.12M | Sell |
12,758
-96
| -0.7% | -$8.43K | 0.36% | 25 |
|
|
2022
Q4 | $1.09M | Buy |
12,854
+5,322
| +71% | +$452K | 0.4% | 25 |
|
|
2022
Q3 | $642K | Sell |
7,532
-5,096
| -40% | -$434K | 0.28% | 42 |
|
|
2022
Q2 | $961K | Sell |
12,628
-262
| -2% | -$19.9K | 0.37% | 21 |
|
|
2022
Q1 | $1.13M | Buy |
12,890
+669
| +5% | +$58.7K | 0.39% | 26 |
|
|
2021
Q4 | $1.2M | Buy |
12,221
+644
| +6% | +$63.2K | 0.4% | 26 |
|
|
2021
Q3 | $1.13M | Buy |
11,577
+483
| +4% | +$47.1K | 0.43% | 22 |
|
|
2021
Q2 | $1.02M | Buy |
11,094
+172
| +2% | +$15.8K | 0.36% | 27 |
|
|
2021
Q1 | $849K | Buy |
10,922
+265
| +2% | +$20.6K | 0.32% | 31 |
|
|
2020
Q4 | $730K | Buy |
10,657
+63
| +0.6% | +$4.32K | 0.29% | 32 |
|
|
2020
Q3 | $510K | Buy |
10,594
+433
| +4% | +$20.8K | 0.24% | 42 |
|
|
2020
Q2 | $488K | Sell |
10,161
-90
| -0.9% | -$4.32K | 0.29% | 38 |
|
|
2020
Q1 | $346K | Sell |
10,251
-300
| -3% | -$10.1K | 0.2% | 47 |
|
|
2019
Q4 | $538K | Sell |
10,551
-116
| -1% | -$5.92K | 0.26% | 41 |
|
|
2019
Q3 | $461K | Sell |
10,667
-375
| -3% | -$16.2K | 0.24% | 42 |
|
|
2019
Q2 | $487K | Sell |
11,042
-335
| -3% | -$14.8K | 0.28% | 43 |
|
|
2019
Q1 | $481K | Sell |
11,377
-556
| -5% | -$23.5K | 0.27% | 39 |
|
|
2018
Q4 | $502K | Buy |
11,933
+549
| +5% | +$23.1K | 0.3% | 37 |
|
|
2018
Q3 | $530K | Buy |
11,384
+200
| +2% | +$9.31K | 0.31% | 34 |
|
|
2018
Q2 | $528K | Buy |
+11,184
| New | +$528K | 0.33% | 31 |
|