Riverwater Partners’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 | $337K | Sell |
2,390
-1,692
| -41% | -$238K | 0.16% | 154 |
|
|
2025
Q1 | $476K | Buy |
4,082
+169
| +4% | +$19.7K | 0.24% | 106 |
|
|
2024
Q4 | $492K | Sell |
3,913
-138
| -3% | -$17.3K | 0.24% | 103 |
|
|
2024
Q3 | $423K | Sell |
4,051
-63
| -2% | -$6.59K | 0.21% | 121 |
|
|
2024
Q2 | $400K | Sell |
4,114
-316
| -7% | -$30.7K | 0.3% | 108 |
|
|
2024
Q1 | $417K | Sell |
4,430
-371
| -8% | -$34.9K | 0.31% | 99 |
|
|
2023
Q4 | $448K | Sell |
4,801
-629
| -12% | -$58.7K | 0.35% | 81 |
|
|
2023
Q3 | $443K | Buy |
5,430
+561
| +12% | +$45.8K | 0.4% | 77 |
|
|
2023
Q2 | $416K | Hold |
4,869
| – | – | 0.37% | 82 |
|
|
2023
Q1 | $427K | Sell |
4,869
-3,038
| -38% | -$267K | 0.39% | 80 |
|
|
2022
Q4 | $672K | Buy |
7,907
+4,607
| +140% | +$392K | 0.57% | 51 |
|
|
2022
Q3 | $261K | Sell |
3,300
-100
| -3% | -$7.91K | 0.26% | 132 |
|
|
2022
Q2 | $259K | Buy |
+3,400
| New | +$259K | 0.26% | 138 |
|
|
2022
Q1 | – | Sell |
-3,400
| Closed | -$334K | – | 172 |
|
|
2021
Q4 | $334K | Buy |
+3,400
| New | +$334K | 0.3% | 127 |
|