Red Tortoise LLC’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $27.9K | Hold |
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|
2025
Q2 | $24.6K | Buy |
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|
2025
Q1 | $20.4K | Hold |
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|
2024
Q4 | $21.9K | Sell |
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|
2024
Q3 | $19.8K | Buy |
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|
2024
Q2 | $18.4K | Hold |
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|
2024
Q1 | $17.8K | Buy |
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|
2023
Q4 | $17.5K | Hold |
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|
2023
Q3 | $15.3K | Buy |
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|
2023
Q2 | $16K | Hold |
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|
2023
Q1 | $16.4K | Buy |
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|
2022
Q4 | $4.68K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $4K | Buy |
|