W Advisors LLC’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
9,425
-25
| -0.3% | -$3.52K | 0.76% | 31 |
|
|
2025
Q1 | $1.1M | Buy |
9,450
+87
| +0.9% | +$10.2K | 0.69% | 36 |
|
|
2024
Q4 | $1.18M | Buy |
9,363
+15
| +0.2% | +$1.89K | 0.73% | 34 |
|
|
2024
Q3 | $974K | Buy |
9,348
+20
| +0.2% | +$2.09K | 0.6% | 41 |
|
|
2024
Q2 | $907K | Buy |
9,328
+18
| +0.2% | +$1.75K | 0.59% | 39 |
|
|
2024
Q1 | $877K | Buy |
9,310
+20
| +0.2% | +$1.88K | 0.6% | 41 |
|
|
2023
Q4 | $866K | Buy |
9,290
+23
| +0.2% | +$2.15K | 0.64% | 37 |
|
|
2023
Q3 | $757K | Buy |
9,267
+20
| +0.2% | +$1.63K | 0.62% | 42 |
|
|
2023
Q2 | $790K | Buy |
9,247
+20
| +0.2% | +$1.71K | 0.62% | 42 |
|
|
2023
Q1 | $810K | Buy |
9,227
+15
| +0.2% | +$1.32K | 0.67% | 40 |
|
|
2022
Q4 | $783K | Sell |
9,212
-5
| -0.1% | -$425 | 0.65% | 40 |
|
|
2022
Q3 | $728K | Buy |
9,217
+17
| +0.2% | +$1.34K | 0.68% | 39 |
|
|
2022
Q2 | $700K | Buy |
9,200
+17
| +0.2% | +$1.29K | 0.61% | 40 |
|
|
2022
Q1 | $803K | Buy |
9,183
+14
| +0.2% | +$1.22K | 0.61% | 41 |
|
|
2021
Q4 | $900K | Buy |
+9,169
| New | +$900K | 0.67% | 32 |
|