Resources Management Corp’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199K | Hold |
1,415
| – | – | 0.03% | 204 |
|
|
2025
Q1 | $165K | Buy |
1,415
+200
| +16% | +$23.3K | 0.02% | 219 |
|
|
2024
Q4 | $153K | Hold |
1,215
| – | – | 0.02% | 236 |
|
|
2024
Q3 | $127K | Hold |
1,215
| – | – | 0.02% | 251 |
|
|
2024
Q2 | $118K | Hold |
1,215
| – | – | 0.02% | 248 |
|
|
2024
Q1 | $114K | Hold |
1,215
| – | – | 0.02% | 250 |
|
|
2023
Q4 | $113K | Hold |
1,215
| – | – | 0.02% | 250 |
|
|
2023
Q3 | $99K | Hold |
1,215
| – | – | 0.02% | 253 |
|
|
2023
Q2 | $104K | Buy |
1,215
+481
| +66% | +$41.2K | 0.02% | 256 |
|
|
2023
Q1 | $98K | Sell |
734
-375
| -34% | -$50.1K | 0.02% | 256 |
|
|
2022
Q4 | $94K | Hold |
1,109
| – | – | 0.01% | 266 |
|
|
2022
Q3 | $88K | Hold |
1,109
| – | – | 0.02% | 268 |
|
|
2022
Q2 | $84K | Hold |
1,109
| – | – | 0.01% | 279 |
|
|
2022
Q1 | $97K | Hold |
1,109
| – | – | 0.01% | 273 |
|
|
2021
Q4 | $109K | Hold |
1,109
| – | – | 0.01% | 271 |
|
|
2021
Q3 | $108K | Hold |
1,109
| – | – | 0.02% | 268 |
|
|
2021
Q2 | $102K | Hold |
1,109
| – | – | 0.01% | 281 |
|
|
2021
Q1 | $86K | Buy |
1,109
+33
| +3% | +$2.56K | 0.01% | 281 |
|
|
2020
Q4 | $74K | Hold |
1,076
| – | – | 0.01% | 286 |
|
|
2020
Q3 | $52K | Sell |
1,076
-650
| -38% | -$31.4K | 0.01% | 288 |
|
|
2020
Q2 | $83K | Buy |
1,726
+1
| +0.1% | +$48 | 0.02% | 262 |
|
|
2020
Q1 | $59K | Buy |
1,725
+60
| +4% | +$2.05K | 0.01% | 275 |
|
|
2019
Q4 | $85K | Hold |
1,665
| – | – | 0.01% | 257 |
|
|
2019
Q3 | $71K | Buy |
+1,665
| New | +$71K | 0.01% | 277 |
|
|
2018
Q4 | $66K | Hold |
1,665
| – | – | 0.01% | 257 |
|
|
2018
Q3 | $77K | Buy |
+1,665
| New | +$77K | 0.01% | 254 |
|