WCWM
Willow Creek Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Hold |
2,383
| – | – | 0.03% | 125 |
|
|
2025
Q1 | $278K | Sell |
2,383
-230
| -9% | -$26.8K | 0.03% | 132 |
|
|
2024
Q4 | $329K | Sell |
2,613
-6
| -0.2% | -$754 | 0.03% | 121 |
|
|
2024
Q3 | $273K | Hold |
2,619
| – | – | 0.03% | 137 |
|
|
2024
Q2 | $255K | Sell |
2,619
-3
| -0.1% | -$292 | 0.03% | 135 |
|
|
2024
Q1 | $247K | Buy |
2,622
+12
| +0.5% | +$1.13K | 0.03% | 134 |
|
|
2023
Q4 | $243K | Sell |
2,610
-153
| -6% | -$14.3K | 0.03% | 125 |
|
|
2023
Q3 | $226K | Buy |
2,763
+1
| +0% | +$82 | 0.03% | 124 |
|
|
2023
Q2 | $236K | Buy |
2,762
+19
| +0.7% | +$1.62K | 0.03% | 130 |
|
|
2023
Q1 | $241K | Buy |
2,743
+46
| +2% | +$4.04K | 0.04% | 116 |
|
|
2022
Q4 | $229K | Buy |
+2,697
| New | +$229K | 0.04% | 119 |
|