RWB
RMR Wealth Builders’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Buy |
6,128
+2,285
| +59% | +$322K | 0.08% | 127 |
|
|
2025
Q1 | $448K | Sell |
3,843
-291
| -7% | -$34K | 0.05% | 158 |
|
|
2024
Q4 | $520K | Buy |
4,134
+24
| +0.6% | +$3.02K | 0.05% | 154 |
|
|
2024
Q3 | $428K | Buy |
4,110
+510
| +14% | +$53.2K | 0.05% | 170 |
|
|
2024
Q2 | $350K | Buy |
3,600
+21
| +0.6% | +$2.04K | 0.04% | 183 |
|
|
2024
Q1 | $337K | Sell |
3,579
-353
| -9% | -$33.2K | 0.04% | 200 |
|
|
2023
Q4 | $367K | Buy |
3,932
+175
| +5% | +$16.3K | 0.05% | 174 |
|
|
2023
Q3 | $307K | Sell |
3,757
-202
| -5% | -$16.5K | 0.05% | 183 |
|
|
2023
Q2 | $338K | Sell |
3,959
-13
| -0.3% | -$1.11K | 0.06% | 157 |
|
|
2023
Q1 | $349K | Buy |
3,972
+664
| +20% | +$58.3K | 0.07% | 147 |
|
|
2022
Q4 | $281K | Sell |
3,308
-2,904
| -47% | -$247K | 0.06% | 148 |
|
|
2022
Q3 | $491K | Buy |
6,212
+52
| +0.8% | +$4.11K | 0.12% | 91 |
|
|
2022
Q2 | $469K | Sell |
6,160
-2,595
| -30% | -$198K | 0.12% | 111 |
|
|
2022
Q1 | $765K | Buy |
8,755
+2,188
| +33% | +$191K | 0.16% | 84 |
|
|
2021
Q4 | $645K | Buy |
6,567
+3,744
| +133% | +$368K | 0.19% | 55 |
|
|
2021
Q3 | $275K | Hold |
2,823
| – | – | 0.08% | 147 |
|
|
2021
Q2 | $259K | Hold |
2,823
| – | – | 0.08% | 150 |
|
|
2021
Q1 | $219K | Buy |
2,823
+177
| +7% | +$13.7K | 0.06% | 178 |
|
|
2020
Q4 | $181K | Buy |
+2,646
| New | +$181K | 0.09% | 161 |
|
|
2020
Q3 | – | Sell |
-2,655
| Closed | -$128K | – | 376 |
|
|
2020
Q2 | $128K | Buy |
+2,655
| New | +$128K | 0.11% | 146 |
|
|
2019
Q4 | $135K | Buy |
+2,646
| New | +$135K | 0.13% | 149 |
|