TCWA
Turtle Creek Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $867K | Buy |
+6,154
| New | +$867K | 0.1% | 122 |
|
|
2024
Q4 | – | Sell |
-2,802
| Closed | -$292K | – | 135 |
|
|
2024
Q3 | $292K | Buy |
2,802
+212
| +8% | +$22.1K | 0.06% | 136 |
|
|
2024
Q2 | $252K | Buy |
2,590
+56
| +2% | +$5.44K | 0.06% | 135 |
|
|
2024
Q1 | $239K | Sell |
2,534
-2,395
| -49% | -$226K | 0.06% | 135 |
|
|
2023
Q4 | $460K | Buy |
+4,929
| New | +$460K | 0.14% | 92 |
|