Retirement Planning Company of New England’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 | $1.44M | Buy |
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|
2025
Q2 | $1.27M | Sell |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $949K | Sell |
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|
2024
Q2 | $909K | Sell |
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|
2024
Q1 | $882K | Sell |
|
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|
2023
Q4 | $1.42M | Buy |
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|
2023
Q3 | $1.21M | Buy |
|
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|
2023
Q2 | $894K | Buy |
|
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|
2023
Q1 | $916K | Buy |
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|
2022
Q4 | $862K | Buy |
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|
2022
Q3 | $799K | Buy |
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|
2022
Q2 | $766K | Sell |
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|
2022
Q1 | $907K | Buy |
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|
2021
Q4 | $1.02M | Buy |
|