RWM
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RKL Wealth Management’s Morgan Stanley MS Stock Holding History

RKL Wealth Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$273K Buy
1,940
+171
+10% +$24.1K 0.02% 159
2025
Q1 		$206K Buy
1,769
+2
+0.1% +$233 0.02% 166
2024
Q4 		$222K Buy
+1,767
New +$222K 0.02% 164