WD Rutherford’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 | $220K | Hold |
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|
2025
Q2 | $195K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $69.5K | Sell |
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|
2024
Q1 | $107K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $103K | Hold |
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|
2022
Q3 | $96K | Buy |
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|
2022
Q2 | $87K | Sell |
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|
2022
Q1 | $142K | Buy |
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|
2021
Q4 | $96K | Hold |
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|
2021
Q3 | $95K | Hold |
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|
2021
Q2 | $89K | Hold |
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|
2021
Q1 | $76K | Buy |
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|
2020
Q4 | $38K | Buy |
|