RMAM
Raab & Moskowitz Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
8,005
-81
| -1% | -$11.4K | 0.27% | 82 |
|
|
2025
Q1 | $943K | Buy |
8,086
+1,212
| +18% | +$141K | 0.24% | 84 |
|
|
2024
Q4 | $864K | Buy |
6,874
+3,232
| +89% | +$406K | 0.21% | 89 |
|
|
2024
Q3 | $380K | Buy |
3,642
+98
| +3% | +$10.2K | 0.1% | 139 |
|
|
2024
Q2 | $344K | Buy |
3,544
+149
| +4% | +$14.5K | 0.09% | 139 |
|
|
2024
Q1 | $320K | Buy |
3,395
+72
| +2% | +$6.78K | 0.09% | 143 |
|
|
2023
Q4 | $310K | Sell |
3,323
-50
| -1% | -$4.66K | 0.1% | 140 |
|
|
2023
Q3 | $275K | Buy |
3,373
+421
| +14% | +$34.4K | 0.1% | 141 |
|
|
2023
Q2 | $252K | Buy |
2,952
+32
| +1% | +$2.73K | 0.09% | 152 |
|
|
2023
Q1 | $256K | Sell |
2,920
-75
| -3% | -$6.59K | 0.09% | 145 |
|
|
2022
Q4 | $255K | Buy |
2,995
+25
| +0.8% | +$2.13K | 0.1% | 142 |
|
|
2022
Q3 | $234K | Sell |
2,970
-225
| -7% | -$17.7K | 0.1% | 142 |
|
|
2022
Q2 | $243K | Buy |
3,195
+705
| +28% | +$53.6K | 0.1% | 143 |
|
|
2022
Q1 | $217K | Hold |
2,490
| – | – | 0.07% | 157 |
|
|
2021
Q4 | $244K | Sell |
2,490
-85
| -3% | -$8.33K | 0.08% | 150 |
|
|
2021
Q3 | $251K | Hold |
2,575
| – | – | 0.09% | 141 |
|
|
2021
Q2 | $236K | Sell |
2,575
-200
| -7% | -$18.3K | 0.09% | 146 |
|
|
2021
Q1 | $215K | Sell |
2,775
-154
| -5% | -$11.9K | 0.08% | 145 |
|
|
2020
Q4 | $200K | Buy |
+2,929
| New | +$200K | 0.08% | 146 |
|
|
2020
Q1 | – | Sell |
-3,504
| Closed | -$179K | – | 380 |
|
|
2019
Q4 | $179K | Buy |
+3,504
| New | +$179K | 0.07% | 165 |
|
|
2018
Q4 | – | Sell |
-2,818
| Closed | -$131K | – | 377 |
|
|
2018
Q3 | $131K | Buy |
+2,818
| New | +$131K | 0.05% | 183 |
|