River Wealth 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 | $451K | Sell |
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|
2025
Q2 | $411K | Buy |
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|
2025
Q1 | $285K | Sell |
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|
2024
Q4 | $312K | Sell |
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|
2024
Q3 | $270K | Buy |
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|
2024
Q2 | $241K | Buy |
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|
2024
Q1 | $225K | Sell |
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|
2023
Q4 | $230K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $224K | Sell |
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|
2022
Q1 | $241K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $34K | Hold |
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|
2018
Q3 | $40K | Buy |
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|
2018
Q2 | $24K | Buy |
|