Richwood Investment Advisors’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 | $500K | Buy |
|
|||||
|
2025
Q2 | $425K | Sell |
|
|||||
|
2025
Q1 | $417K | Sell |
|
|||||
|
2024
Q4 | $472K | Hold |
|
|||||
|
2024
Q3 | $391K | Sell |
|
|||||
|
2024
Q2 | $394K | Buy |
|
|||||
|
2024
Q1 | $260K | Sell |
|
|||||
|
2023
Q4 | $295K | Sell |
|
|||||
|
2023
Q3 | $269K | Sell |
|
|||||
|
2023
Q2 | $286K | Sell |
|
|||||
|
2023
Q1 | $309K | Sell |
|
|||||
|
2022
Q4 | $305K | Sell |
|
|||||
|
2022
Q3 | $286K | Sell |
|
|||||
|
2022
Q2 | $301K | Buy |
|
|||||
|
2022
Q1 | $230K | Buy |
|
|||||
|
2021
Q4 | $226K | Buy |
|