RZH
Relyea Zuckerberg Hanson’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
10,077
+539
| +6% | +$75.9K | 0.17% | 85 |
|
|
2025
Q1 | $1.11M | Sell |
9,538
-1,844
| -16% | -$215K | 0.15% | 87 |
|
|
2024
Q4 | $1.43M | Sell |
11,382
-1
| -0% | -$126 | 0.19% | 75 |
|
|
2024
Q3 | $1.19M | Sell |
11,383
-32
| -0.3% | -$3.34K | 0.18% | 77 |
|
|
2024
Q2 | $1.11M | Sell |
11,415
-222
| -2% | -$21.6K | 0.19% | 76 |
|
|
2024
Q1 | $1.1M | Buy |
11,637
+272
| +2% | +$25.6K | 0.19% | 72 |
|
|
2023
Q4 | $1.06M | Sell |
11,365
-367
| -3% | -$34.2K | 0.21% | 70 |
|
|
2023
Q3 | $958K | Buy |
11,732
+11
| +0.1% | +$898 | 0.22% | 65 |
|
|
2023
Q2 | $1M | Buy |
11,721
+43
| +0.4% | +$3.67K | 0.22% | 64 |
|
|
2023
Q1 | $1.03M | Buy |
11,678
+1,440
| +14% | +$126K | 0.25% | 61 |
|
|
2022
Q4 | $870K | Sell |
10,238
-13
| -0.1% | -$1.11K | 0.25% | 61 |
|
|
2022
Q3 | $810K | Buy |
10,251
+204
| +2% | +$16.1K | 0.29% | 50 |
|
|
2022
Q2 | $764K | Buy |
10,047
+18
| +0.2% | +$1.37K | 0.28% | 55 |
|
|
2022
Q1 | $844K | Sell |
10,029
-403
| -4% | -$33.9K | 0.28% | 59 |
|
|
2021
Q4 | $1.03M | Sell |
10,432
-734
| -7% | -$72.5K | 0.37% | 48 |
|
|
2021
Q3 | $1.09M | Buy |
11,166
+1,130
| +11% | +$110K | 0.42% | 39 |
|
|
2021
Q2 | $920K | Hold |
10,036
| – | – | 0.38% | 44 |
|
|
2021
Q1 | $823K | Hold |
10,036
| – | – | 0.36% | 43 |
|
|
2020
Q4 | $688K | Hold |
10,036
| – | – | 0.37% | 46 |
|
|
2020
Q3 | $515K | Hold |
10,036
| – | – | 0.33% | 57 |
|
|
2020
Q2 | $485K | Hold |
10,036
| – | – | 0.39% | 58 |
|
|
2020
Q1 | $341K | Hold |
10,036
| – | – | 0.37% | 67 |
|
|
2019
Q4 | $513K | Buy |
+10,036
| New | +$513K | 0.49% | 48 |
|