RA
Rise Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
1,742
+12
| +0.7% | +$1.69K | 0.1% | 82 |
|
|
2025
Q1 | $202K | Sell |
1,730
-14
| -0.8% | -$1.63K | 0.09% | 89 |
|
|
2024
Q4 | $219K | Sell |
1,744
-48
| -3% | -$6.04K | 0.11% | 82 |
|
|
2024
Q3 | $187K | Buy |
1,792
+17
| +1% | +$1.77K | 0.09% | 98 |
|
|
2024
Q2 | $173K | Buy |
1,775
+15
| +0.9% | +$1.46K | 0.09% | 103 |
|
|
2024
Q1 | $166K | Buy |
1,760
+693
| +65% | +$65.3K | 0.09% | 104 |
|
|
2023
Q4 | $99.5K | Buy |
1,067
+61
| +6% | +$5.69K | 0.07% | 105 |
|
|
2023
Q3 | $82.1K | Buy |
1,006
+10
| +1% | +$817 | 0.07% | 100 |
|
|
2023
Q2 | $85.1K | Sell |
996
-17
| -2% | -$1.45K | 0.07% | 111 |
|
|
2023
Q1 | $88.9K | Buy |
1,013
+8
| +0.8% | +$702 | 0.07% | 109 |
|
|
2022
Q4 | $85.5K | Buy |
1,005
+8
| +0.8% | +$680 | 0.07% | 116 |
|
|
2022
Q3 | $79K | Buy |
997
+9
| +0.9% | +$713 | 0.07% | 112 |
|
|
2022
Q2 | $75K | Buy |
988
+108
| +12% | +$8.2K | 0.08% | 112 |
|
|
2022
Q1 | $77K | Buy |
880
+84
| +11% | +$7.35K | 0.07% | 115 |
|
|
2021
Q4 | $78.1K | Buy |
+796
| New | +$78.1K | 0.07% | 113 |
|