WOSD
WFA of San Diego’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.2K | Buy |
+200
| New | +$28.2K | 0.02% | 245 |
|
|
2024
Q3 | $20.8K | Hold |
200
| – | – | 0.02% | 238 |
|
|
2024
Q2 | $19.4K | Buy |
+200
| New | +$19.4K | 0.02% | 245 |
|
|
2023
Q3 | $16.3K | Hold |
200
| – | – | 0.02% | 250 |
|
|
2023
Q2 | $17.1K | Buy |
+200
| New | +$17.1K | 0.02% | 245 |
|
|
2023
Q1 | – | Sell |
-200
| Closed | -$17K | – | 283 |
|
|
2022
Q4 | $17K | Buy |
+200
| New | +$17K | 0.01% | 306 |
|
|
2022
Q3 | – | Sell |
-200
| Closed | -$15K | – | 279 |
|
|
2022
Q2 | $15K | Buy |
+200
| New | +$15K | 0.01% | 241 |
|