RTC
Riverview Trust Company’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-841
| Closed | -$98.1K | – | 447 |
|
|
2025
Q1 | $98.1K | Sell |
841
-21
| -2% | -$2.45K | 0.1% | 158 |
|
|
2024
Q4 | $108K | Hold |
862
| – | – | 0.1% | 149 |
|
|
2024
Q3 | $89.9K | Buy |
862
+21
| +2% | +$2.19K | 0.08% | 175 |
|
|
2024
Q2 | $81.7K | Sell |
841
-581
| -41% | -$56.5K | 0.08% | 171 |
|
|
2024
Q1 | $134K | Buy |
+1,422
| New | +$134K | 0.1% | 135 |
|
|
2023
Q4 | – | Sell |
-1,422
| Closed | -$116K | – | 438 |
|
|
2023
Q3 | $116K | Hold |
1,422
| – | – | 0.1% | 136 |
|
|
2023
Q2 | $121K | Hold |
1,422
| – | – | 0.11% | 117 |
|
|
2023
Q1 | $125K | Buy |
1,422
+841
| +145% | +$73.8K | 0.11% | 121 |
|
|
2022
Q4 | $49K | Hold |
581
| – | – | 0.05% | 213 |
|
|
2022
Q3 | $46K | Hold |
581
| – | – | 0.04% | 222 |
|
|
2022
Q2 | $44K | Hold |
581
| – | – | 0.04% | 230 |
|
|
2022
Q1 | $51K | Hold |
581
| – | – | 0.04% | 220 |
|
|
2021
Q4 | $57 | Hold |
581
| – | – | 0.03% | 154 |
|
|
2021
Q3 | $57K | Hold |
581
| – | – | 0.06% | 150 |
|
|
2021
Q2 | $53K | Hold |
581
| – | – | 0.06% | 150 |
|
|
2021
Q1 | $45K | Hold |
581
| – | – | 0.05% | 152 |
|
|
2020
Q4 | $40K | Buy |
+581
| New | +$40K | 0.04% | 158 |
|
|
2020
Q1 | – | Sell |
-6,616
| Closed | -$338K | – | 277 |
|
|
2019
Q4 | $338K | Sell |
6,616
-2,198
| -25% | -$112K | 0.23% | 77 |
|
|
2019
Q3 | $376K | Sell |
8,814
-25
| -0.3% | -$1.07K | 0.26% | 70 |
|
|
2019
Q2 | $387K | Hold |
8,839
| – | – | 0.27% | 70 |
|
|
2019
Q1 | $373K | Hold |
8,839
| – | – | 0.28% | 69 |
|
|
2018
Q4 | $350K | Buy |
+8,839
| New | +$350K | 0.27% | 66 |
|