Retirement Planning Company of New England’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 | $1.27M | Sell |
9,001
-23
| -0.3% | -$3.24K | 0.56% | 45 |
|
|
2025
Q1 | $1.05M | Buy |
9,024
+11
| +0.1% | +$1.28K | 0.52% | 50 |
|
|
2024
Q4 | $1.13M | Sell |
9,013
-91
| -1% | -$11.4K | 0.55% | 47 |
|
|
2024
Q3 | $949K | Sell |
9,104
-252
| -3% | -$26.3K | 0.47% | 59 |
|
|
2024
Q2 | $909K | Sell |
9,356
-6
| -0.1% | -$583 | 0.49% | 56 |
|
|
2024
Q1 | $882K | Sell |
9,362
-5,825
| -38% | -$549K | 0.48% | 64 |
|
|
2023
Q4 | $1.42M | Buy |
15,187
+408
| +3% | +$38K | 0.64% | 40 |
|
|
2023
Q3 | $1.21M | Buy |
14,779
+4,310
| +41% | +$352K | 0.67% | 42 |
|
|
2023
Q2 | $894K | Buy |
10,469
+40
| +0.4% | +$3.42K | 0.52% | 60 |
|
|
2023
Q1 | $916K | Buy |
10,429
+293
| +3% | +$25.7K | 0.56% | 58 |
|
|
2022
Q4 | $862K | Buy |
10,136
+13
| +0.1% | +$1.11K | 0.56% | 58 |
|
|
2022
Q3 | $799K | Buy |
10,123
+46
| +0.5% | +$3.63K | 0.58% | 56 |
|
|
2022
Q2 | $766K | Sell |
10,077
-306
| -3% | -$23.3K | 0.52% | 63 |
|
|
2022
Q1 | $907K | Buy |
10,383
+6
| +0.1% | +$524 | 0.51% | 59 |
|
|
2021
Q4 | $1.02M | Buy |
+10,377
| New | +$1.02M | 0.5% | 50 |
|