Frank Rimerman Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Sell |
37,786
-200
| -0.5% | -$28.2K | 0.36% | 45 |
|
|
2025
Q1 | $4.43M | Sell |
37,986
-45
| -0.1% | -$5.25K | 0.35% | 44 |
|
|
2024
Q4 | $4.78M | Buy |
38,031
+246
| +0.7% | +$30.9K | 0.35% | 40 |
|
|
2024
Q3 | $3.94M | Buy |
37,785
+6,577
| +21% | +$686K | 0.28% | 56 |
|
|
2024
Q2 | $3.03M | Buy |
31,208
+31,117
| +34,195% | +$3.02M | 0.21% | 79 |
|
|
2024
Q1 | $8.57K | Hold |
91
| – | – | ﹤0.01% | 180 |
|
|
2023
Q4 | $8.49K | Buy |
+91
| New | +$8.49K | ﹤0.01% | 175 |
|