Richard W. Paul & Associates’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
Q2
$8.59K Sell
2025
Q1
$7.23K Sell
2024
Q4
$10.3K Sell
2024
Q3
$10.1K Buy
2023
Q1
Sell
2022
Q4
$333K Buy