TSWM
Triangle Securities Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
8,894
-205
| -2% | -$28.9K | 0.31% | 83 |
|
|
2025
Q1 | $1.06M | Sell |
9,099
-343
| -4% | -$40K | 0.27% | 98 |
|
|
2024
Q4 | $1.19M | Sell |
9,442
-581
| -6% | -$73K | 0.3% | 85 |
|
|
2024
Q3 | $1.04M | Sell |
10,023
-145
| -1% | -$15.1K | 0.27% | 98 |
|
|
2024
Q2 | $988K | Sell |
10,168
-44
| -0.4% | -$4.28K | 0.28% | 101 |
|
|
2024
Q1 | $962K | Sell |
10,212
-226
| -2% | -$21.3K | 0.27% | 103 |
|
|
2023
Q4 | $973K | Sell |
10,438
-48
| -0.5% | -$4.48K | 0.3% | 97 |
|
|
2023
Q3 | $856K | Sell |
10,486
-217
| -2% | -$17.7K | 0.3% | 91 |
|
|
2023
Q2 | $914K | Sell |
10,703
-287
| -3% | -$24.5K | 0.31% | 91 |
|
|
2023
Q1 | $965K | Sell |
10,990
-520
| -5% | -$45.7K | 0.35% | 86 |
|
|
2022
Q4 | $979K | Sell |
11,510
-540
| -4% | -$45.9K | 0.36% | 81 |
|
|
2022
Q3 | $952K | Sell |
12,050
-125
| -1% | -$9.88K | 0.39% | 75 |
|
|
2022
Q2 | $926K | Buy |
12,175
+250
| +2% | +$19K | 0.36% | 84 |
|
|
2022
Q1 | $1.04M | Sell |
11,925
-1,040
| -8% | -$90.9K | 0.35% | 84 |
|
|
2021
Q4 | $1.27M | Sell |
12,965
-370
| -3% | -$36.3K | 0.4% | 81 |
|
|
2021
Q3 | $1.3M | Sell |
13,335
-340
| -2% | -$33.1K | 0.44% | 75 |
|
|
2021
Q2 | $1.25M | Sell |
13,675
-1,406
| -9% | -$129K | 0.42% | 76 |
|
|
2021
Q1 | $1.17M | Sell |
15,081
-104
| -0.7% | -$8.08K | 0.42% | 77 |
|
|
2020
Q4 | $1.04M | Buy |
15,185
+677
| +5% | +$46.4K | 0.41% | 79 |
|
|
2020
Q3 | $701K | Sell |
14,508
-692
| -5% | -$33.4K | 0.32% | 98 |
|
|
2020
Q2 | $734K | Buy |
15,200
+428
| +3% | +$20.7K | 0.35% | 87 |
|
|
2020
Q1 | $502K | Buy |
14,772
+2,295
| +18% | +$78K | 0.29% | 98 |
|
|
2019
Q4 | $638K | Buy |
12,477
+180
| +1% | +$9.2K | 0.28% | 98 |
|
|
2019
Q3 | $525K | Buy |
12,297
+625
| +5% | +$26.7K | 0.26% | 103 |
|
|
2019
Q2 | $508K | Buy |
11,672
+295
| +3% | +$12.8K | 0.26% | 98 |
|
|
2019
Q1 | $480K | Buy |
11,377
+245
| +2% | +$10.3K | 0.25% | 100 |
|
|
2018
Q4 | $441K | Buy |
11,132
+2,140
| +24% | +$84.8K | 0.26% | 98 |
|
|
2018
Q3 | $419K | Sell |
8,992
-440
| -5% | -$20.5K | 0.22% | 107 |
|
|
2018
Q2 | $447K | Sell |
9,432
-335
| -3% | -$15.9K | 0.25% | 102 |
|
|
2018
Q1 | $527K | Sell |
9,767
-435
| -4% | -$23.5K | 0.3% | 94 |
|
|
2017
Q4 | $535K | Sell |
10,202
-100
| -1% | -$5.24K | 0.31% | 91 |
|
|
2017
Q3 | $496K | Hold |
10,302
| – | – | 0.3% | 89 |
|
|
2017
Q2 | $459K | Sell |
10,302
-475
| -4% | -$21.2K | 0.3% | 87 |
|
|
2017
Q1 | $462K | Sell |
10,777
-135
| -1% | -$5.79K | 0.29% | 91 |
|
|
2016
Q4 | $461K | Sell |
10,912
-1,285
| -11% | -$54.3K | 0.31% | 80 |
|
|
2016
Q3 | $391K | Sell |
12,197
-1,235
| -9% | -$39.6K | 0.27% | 95 |
|
|
2016
Q2 | $349K | Sell |
13,432
-7,430
| -36% | -$193K | 0.26% | 93 |
|
|
2016
Q1 | $522K | Buy |
20,862
+515
| +3% | +$12.9K | 0.34% | 80 |
|
|
2015
Q4 | $647K | Sell |
20,347
-890
| -4% | -$28.3K | 0.43% | 70 |
|
|
2015
Q3 | $669K | Sell |
21,237
-805
| -4% | -$25.4K | 0.51% | 68 |
|
|
2015
Q2 | $855K | Hold |
22,042
| – | – | 0.6% | 58 |
|
|
2015
Q1 | $787K | Sell |
22,042
-140
| -0.6% | -$5K | 0.54% | 63 |
|
|
2014
Q4 | $861K | Buy |
22,182
+450
| +2% | +$17.5K | 0.61% | 56 |
|
|
2014
Q3 | $751K | Hold |
21,732
| – | – | 0.58% | 66 |
|
|
2014
Q2 | $703K | Sell |
21,732
-6,660
| -23% | -$215K | 0.54% | 66 |
|
|
2014
Q1 | $624K | Sell |
28,392
-770
| -3% | -$16.9K | 0.56% | 61 |
|
|
2013
Q4 | $915K | Sell |
29,162
-290
| -1% | -$9.1K | 0.74% | 46 |
|
|
2013
Q3 | $794K | Sell |
29,452
-4,685
| -14% | -$126K | 0.69% | 49 |
|
|
2013
Q2 | $834K | Buy |
+34,137
| New | +$834K | 0.62% | 47 |
|