RAM
Riggs Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
1,849
+44
| +2% | +$6.2K | 0.06% | 92 |
|
|
2025
Q1 | $211K | Buy |
1,805
+50
| +3% | +$5.83K | 0.06% | 102 |
|
|
2024
Q4 | $221K | Buy |
1,755
+1,289
| +277% | +$162K | 0.06% | 91 |
|
|
2024
Q3 | $48.6K | Sell |
466
-50
| -10% | -$5.21K | 0.01% | 149 |
|
|
2024
Q2 | $50.2K | Buy |
516
+17
| +3% | +$1.65K | 0.01% | 139 |
|
|
2024
Q1 | $47K | Buy |
499
+7
| +1% | +$659 | 0.01% | 138 |
|
|
2023
Q4 | $45.9K | Sell |
492
-45
| -8% | -$4.2K | 0.01% | 142 |
|
|
2023
Q3 | $43.9K | Hold |
537
| – | – | 0.02% | 145 |
|
|
2023
Q2 | $45.9K | Buy |
537
+45
| +9% | +$3.84K | 0.02% | 145 |
|
|
2023
Q1 | $43.2K | Hold |
492
| – | – | 0.02% | 146 |
|
|
2022
Q4 | $41.8K | Hold |
492
| – | – | 0.02% | 141 |
|
|
2022
Q3 | $39K | Hold |
492
| – | – | 0.02% | 147 |
|
|
2022
Q2 | $37K | Hold |
492
| – | – | 0.02% | 147 |
|
|
2022
Q1 | $43K | Sell |
492
-21
| -4% | -$1.84K | 0.01% | 160 |
|
|
2021
Q4 | $50K | Hold |
513
| – | – | 0.01% | 162 |
|
|
2021
Q3 | $50K | Hold |
513
| – | – | 0.02% | 154 |
|
|
2021
Q2 | $47K | Buy |
513
+71
| +16% | +$6.51K | 0.01% | 160 |
|
|
2021
Q1 | $34K | Hold |
442
| – | – | 0.01% | 164 |
|
|
2020
Q4 | $30K | Buy |
442
+206
| +87% | +$14K | 0.01% | 153 |
|
|
2020
Q3 | $9K | Buy |
236
+33
| +16% | +$1.26K | ﹤0.01% | 146 |
|
|
2020
Q2 | $9K | Hold |
203
| – | – | ﹤0.01% | 177 |
|
|
2020
Q1 | $6K | Hold |
203
| – | – | ﹤0.01% | 197 |
|
|
2019
Q4 | $10K | Hold |
203
| – | – | ﹤0.01% | 206 |
|
|
2019
Q3 | $8K | Hold |
203
| – | – | ﹤0.01% | 182 |
|
|
2019
Q2 | $9K | Hold |
203
| – | – | 0.01% | 184 |
|
|
2019
Q1 | $8K | Hold |
203
| – | – | 0.01% | 185 |
|
|
2018
Q4 | $8K | Hold |
203
| – | – | 0.01% | 166 |
|
|
2018
Q3 | $9K | Hold |
203
| – | – | ﹤0.01% | 177 |
|
|
2018
Q2 | $10K | Hold |
203
| – | – | ﹤0.01% | 182 |
|
|
2018
Q1 | $11K | Hold |
203
| – | – | ﹤0.01% | 198 |
|
|
2017
Q4 | $11K | Buy |
+203
| New | +$11K | ﹤0.01% | 191 |
|