VWA
Valued Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3K | Hold |
109
| – | – | 0.01% | 171 |
|
|
2025
Q1 | $12.7K | Buy |
109
+4
| +4% | +$465 | 0.01% | 202 |
|
|
2024
Q4 | $13.2K | Buy |
105
+12
| +13% | +$1.51K | 0.01% | 193 |
|
|
2024
Q3 | $9.71K | Buy |
93
+21
| +29% | +$2.19K | 0.01% | 211 |
|
|
2024
Q2 | $7.01K | Buy |
72
+24
| +50% | +$2.34K | ﹤0.01% | 237 |
|
|
2024
Q1 | $4.53K | Sell |
48
-71
| -60% | -$6.7K | ﹤0.01% | 257 |
|
|
2023
Q4 | $9.72K | Buy |
+119
| New | +$9.72K | 0.01% | 118 |
|