Red Door Wealth Management’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 | $601K | Buy |
+4,269
| New | +$601K | 0.07% | 145 |
|
|
2022
Q1 | – | Sell |
-2,854
| Closed | -$280K | – | 155 |
|
|
2021
Q4 | $280K | Buy |
2,854
+41
| +1% | +$4.02K | 0.09% | 135 |
|
|
2021
Q3 | $274K | Sell |
2,813
-306
| -10% | -$29.8K | 0.1% | 135 |
|
|
2021
Q2 | $285K | Buy |
+3,119
| New | +$285K | 0.11% | 124 |
|
|
2020
Q3 | – | Sell |
-313
| Closed | -$15K | – | 291 |
|
|
2020
Q2 | $15K | Hold |
313
| – | – | 0.01% | 282 |
|
|
2020
Q1 | $10K | Buy |
+313
| New | +$10K | 0.01% | 293 |
|