RWA Wealth 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 | $1.47M | Buy |
10,419
+3,100
| +42% | +$437K | 0.02% | 280 |
|
|
2025
Q1 | $854K | Sell |
7,319
-386
| -5% | -$45K | 0.01% | 347 |
|
|
2024
Q4 | $969K | Buy |
7,705
+2,272
| +42% | +$286K | 0.01% | 330 |
|
|
2024
Q3 | $566K | Buy |
5,433
+274
| +5% | +$28.6K | 0.01% | 393 |
|
|
2024
Q2 | $501K | Buy |
5,159
+2,106
| +69% | +$205K | 0.01% | 392 |
|
|
2024
Q1 | $287K | Sell |
3,053
-370
| -11% | -$34.8K | ﹤0.01% | 464 |
|
|
2023
Q4 | $319K | Buy |
+3,423
| New | +$319K | ﹤0.01% | 431 |
|
|
2020
Q1 | – | Sell |
-6,966
| Closed | -$356K | – | 235 |
|
|
2019
Q4 | $356K | Hold |
6,966
| – | – | 0.04% | 187 |
|
|
2019
Q3 | $297K | Hold |
6,966
| – | – | 0.03% | 195 |
|
|
2019
Q2 | $305K | Sell |
6,966
-320
| -4% | -$14K | 0.03% | 185 |
|
|
2019
Q1 | $307K | Hold |
7,286
| – | – | 0.04% | 184 |
|
|
2018
Q4 | $289K | Sell |
7,286
-343
| -4% | -$13.6K | 0.04% | 179 |
|
|
2018
Q3 | $355K | Hold |
7,629
| – | – | 0.04% | 173 |
|
|
2018
Q2 | $362K | Buy |
7,629
+320
| +4% | +$15.2K | 0.04% | 178 |
|
|
2018
Q1 | $394K | Hold |
7,309
| – | – | 0.05% | 146 |
|
|
2017
Q4 | $384K | Buy |
7,309
+43
| +0.6% | +$2.26K | 0.04% | 176 |
|
|
2017
Q3 | $350K | Buy |
+7,266
| New | +$350K | 0.04% | 178 |
|