Red Tortoise LLC’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 | $24.6K | Buy |
175
+1
| +0.6% | +$141 | 0.01% | 152 |
|
|
2025
Q1 | $20.4K | Hold |
174
| – | – | 0.01% | 153 |
|
|
2024
Q4 | $21.9K | Sell |
174
-16
| -8% | -$2.01K | 0.01% | 155 |
|
|
2024
Q3 | $19.8K | Buy |
190
+1
| +0.5% | +$104 | 0.01% | 164 |
|
|
2024
Q2 | $18.4K | Hold |
189
| – | – | 0.01% | 164 |
|
|
2024
Q1 | $17.8K | Buy |
189
+1
| +0.5% | +$94 | 0.01% | 157 |
|
|
2023
Q4 | $17.5K | Hold |
188
| – | – | 0.01% | 139 |
|
|
2023
Q3 | $15.3K | Buy |
188
+1
| +0.5% | +$81 | 0.01% | 146 |
|
|
2023
Q2 | $16K | Hold |
187
| – | – | 0.01% | 141 |
|
|
2023
Q1 | $16.4K | Buy |
187
+132
| +240% | +$11.6K | 0.01% | 149 |
|
|
2022
Q4 | $4.68K | Buy |
+55
| New | +$4.68K | ﹤0.01% | 323 |
|
|
2021
Q4 | – | Sell |
-55
| Closed | -$4K | – | 375 |
|
|
2021
Q3 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 333 |
|