Richwood Investment Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
3,021
-555
| -16% | -$78.2K | 0.35% | 65 |
|
|
2025
Q1 | $417K | Sell |
3,576
-177
| -5% | -$20.6K | 0.35% | 67 |
|
|
2024
Q4 | $472K | Hold |
3,753
| – | – | 0.39% | 63 |
|
|
2024
Q3 | $391K | Sell |
3,753
-300
| -7% | -$31.3K | 0.32% | 74 |
|
|
2024
Q2 | $394K | Buy |
4,053
+1,291
| +47% | +$125K | 0.35% | 71 |
|
|
2024
Q1 | $260K | Sell |
2,762
-401
| -13% | -$37.8K | 0.23% | 90 |
|
|
2023
Q4 | $295K | Sell |
3,163
-130
| -4% | -$12.1K | 0.28% | 84 |
|
|
2023
Q3 | $269K | Sell |
3,293
-56
| -2% | -$4.57K | 0.27% | 86 |
|
|
2023
Q2 | $286K | Sell |
3,349
-176
| -5% | -$15K | 0.28% | 87 |
|
|
2023
Q1 | $309K | Sell |
3,525
-65
| -2% | -$5.71K | 0.31% | 85 |
|
|
2022
Q4 | $305K | Sell |
3,590
-28
| -0.8% | -$2.38K | 0.31% | 86 |
|
|
2022
Q3 | $286K | Sell |
3,618
-345
| -9% | -$27.3K | 0.31% | 86 |
|
|
2022
Q2 | $301K | Buy |
3,963
+1,336
| +51% | +$101K | 0.3% | 86 |
|
|
2022
Q1 | $230K | Buy |
2,627
+325
| +14% | +$28.5K | 0.21% | 108 |
|
|
2021
Q4 | $226K | Buy |
+2,302
| New | +$226K | 0.2% | 100 |
|