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Richards, Merrill & Peterson’s Morgan Stanley MS Stock Holding History

Richards, Merrill & Peterson’s Portfolio MS Stock Details MS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.18M Buy
8,412
+1,288
+18% +$181K 0.56% 50
2025
Q1 		$831K Buy
7,124
+924
+15% +$108K 0.43% 66
2024
Q4 		$779K Buy
+6,200
New +$779K 0.41% 65