River Wealth Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Buy |
2,917
+472
| +19% | +$66.5K | 0.05% | 165 |
|
|
2025
Q1 | $285K | Sell |
2,445
-39
| -2% | -$4.55K | 0.04% | 179 |
|
|
2024
Q4 | $312K | Sell |
2,484
-106
| -4% | -$13.3K | 0.04% | 176 |
|
|
2024
Q3 | $270K | Buy |
2,590
+114
| +5% | +$11.9K | 0.04% | 188 |
|
|
2024
Q2 | $241K | Buy |
2,476
+88
| +4% | +$8.55K | 0.03% | 182 |
|
|
2024
Q1 | $225K | Sell |
2,388
-78
| -3% | -$7.34K | 0.03% | 190 |
|
|
2023
Q4 | $230K | Buy |
+2,466
| New | +$230K | 0.04% | 193 |
|
|
2022
Q3 | – | Sell |
-2,940
| Closed | -$224K | – | 205 |
|
|
2022
Q2 | $224K | Sell |
2,940
-187
| -6% | -$14.2K | 0.04% | 203 |
|
|
2022
Q1 | $241K | Buy |
+3,127
| New | +$241K | 0.04% | 207 |
|
|
2019
Q1 | – | Sell |
-865
| Closed | -$34K | – | 366 |
|
|
2018
Q4 | $34K | Hold |
865
| – | – | 0.02% | 283 |
|
|
2018
Q3 | $40K | Buy |
865
+350
| +68% | +$16.2K | 0.01% | 304 |
|
|
2018
Q2 | $24K | Buy |
+515
| New | +$24K | 0.01% | 338 |
|