Rise 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 | $282K | Buy |
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|
2025
Q2 | $245K | Buy |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $219K | Sell |
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|
2024
Q3 | $187K | Buy |
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|
2024
Q2 | $173K | Buy |
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|
2024
Q1 | $166K | Buy |
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|
2023
Q4 | $99.5K | Buy |
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|
2023
Q3 | $82.1K | Buy |
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|
2023
Q2 | $85.1K | Sell |
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|
2023
Q1 | $88.9K | Buy |
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|
2022
Q4 | $85.5K | Buy |
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|
2022
Q3 | $79K | Buy |
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|
2022
Q2 | $75K | Buy |
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|
2022
Q1 | $77K | Buy |
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|
2021
Q4 | $78.1K | Buy |
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