RSA
River Street Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Buy |
21,161
+776
| +4% | +$109K | 1.28% | 19 |
|
|
2025
Q1 | $2.38M | Buy |
20,385
+2,991
| +17% | +$349K | 1.18% | 21 |
|
|
2024
Q4 | $2.19M | Buy |
17,394
+343
| +2% | +$43.1K | 1.12% | 24 |
|
|
2024
Q3 | $1.78M | Buy |
17,051
+315
| +2% | +$32.8K | 0.96% | 28 |
|
|
2024
Q2 | $1.63M | Buy |
16,736
+313
| +2% | +$30.4K | 1% | 27 |
|
|
2024
Q1 | $1.55M | Buy |
16,423
+614
| +4% | +$57.8K | 1.04% | 29 |
|
|
2023
Q4 | $1.47M | Buy |
15,809
+414
| +3% | +$38.6K | 1.18% | 21 |
|
|
2023
Q3 | $1.26M | Buy |
15,395
+935
| +6% | +$76.4K | 1.19% | 22 |
|
|
2023
Q2 | $1.23M | Sell |
14,460
-166
| -1% | -$14.2K | 1.18% | 21 |
|
|
2023
Q1 | $1.28M | Buy |
14,626
+286
| +2% | +$25.1K | 1.26% | 21 |
|
|
2022
Q4 | $1.22M | Buy |
+14,340
| New | +$1.22M | 1.31% | 20 |
|