WAM
Werlinich Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Sell |
20,070
-700
| -3% | -$98.6K | 1.54% | 20 |
|
|
2025
Q1 | $2.42M | Hold |
20,770
| – | – | 1.54% | 23 |
|
|
2024
Q4 | $2.61M | Hold |
20,770
| – | – | 1.52% | 21 |
|
|
2024
Q3 | $2.17M | Hold |
20,770
| – | – | 1.26% | 25 |
|
|
2024
Q2 | $1.99M | Hold |
20,770
| – | – | 1.24% | 25 |
|
|
2024
Q1 | $1.94M | Buy |
20,770
+1,080
| +5% | +$101K | 1.27% | 26 |
|
|
2023
Q4 | $1.84M | Buy |
+19,690
| New | +$1.84M | 1.4% | 24 |
|