RWPA
Richard W. Paul & Associates’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.59K | Sell |
61
-1
| -2% | -$141 | ﹤0.01% | 246 |
|
|
2025
Q1 | $7.23K | Sell |
62
-20
| -24% | -$2.33K | ﹤0.01% | 248 |
|
|
2024
Q4 | $10.3K | Sell |
82
-15
| -15% | -$1.89K | ﹤0.01% | 303 |
|
|
2024
Q3 | $10.1K | Buy |
+97
| New | +$10.1K | ﹤0.01% | 308 |
|
|
2023
Q1 | – | Sell |
-3,914
| Closed | -$333K | – | 557 |
|
|
2022
Q4 | $333K | Buy |
+3,914
| New | +$333K | 0.17% | 134 |
|