Riverview Trust Company’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
Q2 | – | Sell |
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|
2025
Q1 | $98.1K | Sell |
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|
2024
Q4 | $108K | Hold |
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|
2024
Q3 | $89.9K | Buy |
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|
2024
Q2 | $81.7K | Sell |
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|
2024
Q1 | $134K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $116K | Hold |
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|
2023
Q2 | $121K | Hold |
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|
2023
Q1 | $125K | Buy |
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|
2022
Q4 | $49K | Hold |
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|
2022
Q3 | $46K | Hold |
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|
2022
Q2 | $44K | Hold |
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|
2022
Q1 | $51K | Hold |
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|
2021
Q4 | $57 | Hold |
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|
2021
Q3 | $57K | Hold |
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|
2021
Q2 | $53K | Hold |
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|
2021
Q1 | $45K | Hold |
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|
2020
Q4 | $40K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $338K | Sell |
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|
2019
Q3 | $376K | Sell |
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|
2019
Q2 | $387K | Hold |
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|
2019
Q1 | $373K | Hold |
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|
2018
Q4 | $350K | Buy |
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