Ruedi Wealth Management’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 | – | Sell |
-221
| Closed | -$25.8K | – | 226 |
|
|
2025
Q1 | $25.8K | Hold |
221
| – | – | 0.01% | 115 |
|
|
2024
Q4 | $27.8K | Hold |
221
| – | – | 0.01% | 110 |
|
|
2024
Q3 | $23K | Sell |
221
-27
| -11% | -$2.81K | 0.01% | 123 |
|
|
2024
Q2 | $24.1K | Buy |
248
+53
| +27% | +$5.15K | 0.01% | 120 |
|
|
2024
Q1 | $18.4K | Buy |
+195
| New | +$18.4K | 0.01% | 127 |
|