RVW Wealth’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
$477K Sell
3,388
-91
-3% -$12.8K 0.04% 104
2025
Q1
$406K Buy
+3,479
New +$406K 0.04% 107
2023
Q4
Sell
-336
Closed -$27.4K 279
2023
Q3
$27.4K Buy
+336
New +$27.4K ﹤0.01% 287