WGAM
Wilkinson Global Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
2,224
+50
| +2% | +$7.04K | 0.02% | 61 |
|
|
2025
Q1 | $254K | Sell |
2,174
-600
| -22% | -$70K | 0.02% | 70 |
|
|
2024
Q4 | $349K | Hold |
2,774
| – | – | 0.02% | 63 |
|
|
2024
Q3 | $289K | Hold |
2,774
| – | – | 0.02% | 71 |
|
|
2024
Q2 | $270K | Sell |
2,774
-1,720
| -38% | -$167K | 0.02% | 73 |
|
|
2024
Q1 | $423K | Sell |
4,494
-990
| -18% | -$93.2K | 0.03% | 64 |
|
|
2023
Q4 | $511K | Sell |
5,484
-65
| -1% | -$6.06K | 0.04% | 58 |
|
|
2023
Q3 | $453K | Hold |
5,549
| – | – | 0.03% | 64 |
|
|
2023
Q2 | $474K | Buy |
5,549
+714
| +15% | +$61K | 0.04% | 60 |
|
|
2023
Q1 | $425K | Hold |
4,835
| – | – | 0.03% | 63 |
|
|
2022
Q4 | $411K | Hold |
4,835
| – | – | 0.03% | 63 |
|
|
2022
Q3 | $382K | Buy |
4,835
+250
| +5% | +$19.8K | 0.03% | 66 |
|
|
2022
Q2 | $349K | Buy |
4,585
+200
| +5% | +$15.2K | 0.03% | 65 |
|
|
2022
Q1 | $383K | Buy |
4,385
+685
| +19% | +$59.8K | 0.02% | 67 |
|
|
2021
Q4 | $363K | Sell |
3,700
-70
| -2% | -$6.87K | 0.02% | 71 |
|
|
2021
Q3 | $367K | Buy |
3,770
+500
| +15% | +$48.7K | 0.02% | 74 |
|
|
2021
Q2 | $300K | Buy |
+3,270
| New | +$300K | 0.02% | 80 |
|