W Advisors LLC’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.5M | Buy |
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|
2025
Q2 | $1.33M | Sell |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $974K | Buy |
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|
2024
Q2 | $907K | Buy |
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|
2024
Q1 | $877K | Buy |
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|
2023
Q4 | $866K | Buy |
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|
2023
Q3 | $757K | Buy |
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|
2023
Q2 | $790K | Buy |
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|
2023
Q1 | $810K | Buy |
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|
2022
Q4 | $783K | Sell |
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|
2022
Q3 | $728K | Buy |
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|
2022
Q2 | $700K | Buy |
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|
2022
Q1 | $803K | Buy |
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|
2021
Q4 | $900K | Buy |
|