RLIM
Red Lighthouse Investment Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $768K | Sell |
5,454
-548
| -9% | -$77.2K | 0.29% | 38 |
|
|
2025
Q1 | $565K | Buy |
6,002
+367
| +7% | +$34.6K | 0.23% | 42 |
|
|
2024
Q4 | $708K | Sell |
5,635
-210
| -4% | -$26.4K | 0.28% | 40 |
|
|
2024
Q3 | $609K | Sell |
5,845
-1
| -0% | -$104 | 0.24% | 43 |
|
|
2024
Q2 | $568K | Sell |
5,846
-156
| -3% | -$15.2K | 0.24% | 41 |
|
|
2024
Q1 | $565K | Buy |
6,002
+7
| +0.1% | +$659 | 0.23% | 43 |
|
|
2023
Q4 | $559K | Buy |
5,995
+2
| +0% | +$187 | 0.23% | 42 |
|
|
2023
Q3 | $489K | Buy |
5,993
+43
| +0.7% | +$3.51K | 0.23% | 41 |
|
|
2023
Q2 | $508K | Hold |
5,950
| – | – | 0.23% | 39 |
|
|
2023
Q1 | $522K | Hold |
5,950
| – | – | 0.25% | 38 |
|
|
2022
Q4 | $506K | Buy |
+5,950
| New | +$506K | 0.26% | 36 |
|