Wealth Enhancement Advisory Services’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142M | Buy |
982,218
+12,298
| +1% | +$1.77M | 0.23% | 81 |
|
|
2025
Q1 | $113M | Sell |
969,920
-4,727
| -0.5% | -$551K | 0.22% | 88 |
|
|
2024
Q4 | $123M | Buy |
974,647
+1,584
| +0.2% | +$199K | 0.23% | 83 |
|
|
2024
Q3 | $101M | Buy |
973,063
+25,158
| +3% | +$2.62M | 0.22% | 95 |
|
|
2024
Q2 | $92.1M | Buy |
947,905
+8,840
| +0.9% | +$859K | 0.22% | 95 |
|
|
2024
Q1 | $88.4M | Buy |
939,065
+35,114
| +4% | +$3.31M | 0.23% | 92 |
|
|
2023
Q4 | $84.3M | Sell |
903,951
-144,248
| -14% | -$13.5M | 0.24% | 88 |
|
|
2023
Q3 | $85.6M | Buy |
1,048,199
+1,044,675
| +29,645% | +$85.3M | 0.28% | 79 |
|
|
2023
Q2 | $301K | Sell |
3,524
-106,858
| -97% | -$9.13M | ﹤0.01% | 437 |
|
|
2023
Q1 | $9.69M | Buy |
+110,382
| New | +$9.69M | 0.11% | 93 |
|
|
2021
Q4 | – | Sell |
-13,507
| Closed | -$1.4M | – | 323 |
|
|
2021
Q3 | $1.4M | Buy |
+13,507
| New | +$1.4M | 0.02% | 172 |
|
|
2020
Q2 | – | Sell |
-47,104
| Closed | -$1.87M | – | 241 |
|
|
2020
Q1 | $1.87M | Buy |
+47,104
| New | +$1.87M | 0.07% | 114 |
|
|
2017
Q2 | – | Sell |
-29,602
| Closed | -$1.25M | – | 175 |
|
|
2017
Q1 | $1.25M | Buy |
29,602
+9,764
| +49% | +$413K | 0.13% | 76 |
|
|
2016
Q4 | $838K | Buy |
+19,838
| New | +$838K | 0.1% | 99 |
|
|
2016
Q3 | – | Sell |
-47,514
| Closed | -$1.23M | – | 168 |
|
|
2016
Q2 | $1.23M | Buy |
47,514
+6,501
| +16% | +$169K | 0.22% | 92 |
|
|
2016
Q1 | $1.02M | Buy |
41,013
+12,960
| +46% | +$321K | 0.21% | 106 |
|
|
2015
Q4 | $892K | Buy |
28,053
+4,076
| +17% | +$130K | 0.23% | 100 |
|
|
2015
Q3 | $791K | Buy |
23,977
+3,909
| +19% | +$129K | 0.24% | 94 |
|
|
2015
Q2 | $778K | Buy |
20,068
+742
| +4% | +$28.8K | 0.24% | 78 |
|
|
2015
Q1 | $690K | Buy |
19,326
+2,608
| +16% | +$93.1K | 0.27% | 78 |
|
|
2014
Q4 | $649K | Buy |
+16,718
| New | +$649K | 0.26% | 72 |
|