Ritter Daniher Financial Advisory’s Morgan Stanley MS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-125
Closed -$15.7K 325
2024
Q4
$15.7K Hold
125
﹤0.01% 221
2024
Q3
$13K Hold
125
﹤0.01% 225
2024
Q2
$12.1K Buy
+125
New +$12.1K ﹤0.01% 221