RWM
Ritholtz Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.67M | Buy |
33,170
+3,419
| +11% | +$482K | 0.1% | 120 |
|
|
2025
Q1 | $3.47M | Buy |
29,751
+498
| +2% | +$58.1K | 0.1% | 138 |
|
|
2024
Q4 | $3.68M | Buy |
29,253
+991
| +4% | +$125K | 0.11% | 115 |
|
|
2024
Q3 | $2.95M | Sell |
28,262
-384
| -1% | -$40K | 0.09% | 158 |
|
|
2024
Q2 | $2.78M | Sell |
28,646
-4,440
| -13% | -$432K | 0.09% | 150 |
|
|
2024
Q1 | $3.12M | Buy |
33,086
+1,088
| +3% | +$102K | 0.11% | 128 |
|
|
2023
Q4 | $2.98M | Sell |
31,998
-193
| -0.6% | -$18K | 0.12% | 111 |
|
|
2023
Q3 | $2.63M | Sell |
32,191
-114
| -0.4% | -$9.31K | 0.12% | 108 |
|
|
2023
Q2 | $2.76M | Buy |
32,305
+3,387
| +12% | +$289K | 0.12% | 99 |
|
|
2023
Q1 | $2.54M | Buy |
28,918
+666
| +2% | +$58.5K | 0.13% | 99 |
|
|
2022
Q4 | $2.4M | Sell |
28,252
-7,237
| -20% | -$615K | 0.13% | 107 |
|
|
2022
Q3 | $2.8M | Buy |
35,489
+8,630
| +32% | +$682K | 0.15% | 90 |
|
|
2022
Q2 | $2.04M | Buy |
26,859
+955
| +4% | +$72.6K | 0.13% | 86 |
|
|
2022
Q1 | $2.26M | Buy |
25,904
+916
| +4% | +$80.1K | 0.15% | 77 |
|
|
2021
Q4 | $2.45M | Sell |
24,988
-2,217
| -8% | -$218K | 0.15% | 65 |
|
|
2021
Q3 | $2.65M | Buy |
27,205
+4,337
| +19% | +$422K | 0.18% | 58 |
|
|
2021
Q2 | $2.1M | Buy |
22,868
+1,079
| +5% | +$98.9K | 0.15% | 68 |
|
|
2021
Q1 | $1.69M | Buy |
21,789
+4,038
| +23% | +$314K | 0.14% | 72 |
|
|
2020
Q4 | $1.22M | Buy |
17,751
+3,154
| +22% | +$216K | 0.12% | 76 |
|
|
2020
Q3 | $706K | Buy |
14,597
+1,754
| +14% | +$84.8K | 0.08% | 104 |
|
|
2020
Q2 | $620K | Buy |
+12,843
| New | +$620K | 0.08% | 93 |
|
|
2018
Q1 | – | Sell |
-4,298
| Closed | -$226K | – | 122 |
|
|
2017
Q4 | $226K | Buy |
+4,298
| New | +$226K | 0.07% | 104 |
|