RWA Wealth Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.57M | Sell |
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|
2025
Q2 | $1.47M | Buy |
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|
2025
Q1 | $854K | Sell |
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|
2024
Q4 | $969K | Buy |
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|
2024
Q3 | $566K | Buy |
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|
2024
Q2 | $501K | Buy |
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|
2024
Q1 | $287K | Sell |
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|
2023
Q4 | $319K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $356K | Hold |
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|
2019
Q3 | $297K | Hold |
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|
2019
Q2 | $305K | Sell |
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|
2019
Q1 | $307K | Hold |
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|
2018
Q4 | $289K | Sell |
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|
2018
Q3 | $355K | Hold |
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|
2018
Q2 | $362K | Buy |
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|
2018
Q1 | $394K | Hold |
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|
2017
Q4 | $384K | Buy |
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|
2017
Q3 | $350K | Buy |
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