WD Rutherford’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 | $195K | Buy |
+1,385
| New | +$195K | 0.09% | 73 |
|
|
2024
Q3 | – | Sell |
-715
| Closed | -$69.5K | – | 91 |
|
|
2024
Q2 | $69.5K | Sell |
715
-420
| -37% | -$40.8K | 0.03% | 87 |
|
|
2024
Q1 | $107K | Buy |
+1,135
| New | +$107K | 0.06% | 83 |
|
|
2023
Q1 | – | Sell |
-1,215
| Closed | -$103K | – | 108 |
|
|
2022
Q4 | $103K | Hold |
1,215
| – | – | 0.08% | 80 |
|
|
2022
Q3 | $96K | Buy |
1,215
+65
| +6% | +$5.14K | 0.08% | 84 |
|
|
2022
Q2 | $87K | Sell |
1,150
-475
| -29% | -$35.9K | 0.07% | 78 |
|
|
2022
Q1 | $142K | Buy |
1,625
+650
| +67% | +$56.8K | 0.08% | 85 |
|
|
2021
Q4 | $96K | Hold |
975
| – | – | 0.05% | 96 |
|
|
2021
Q3 | $95K | Hold |
975
| – | – | 0.05% | 96 |
|
|
2021
Q2 | $89K | Hold |
975
| – | – | 0.05% | 94 |
|
|
2021
Q1 | $76K | Buy |
975
+420
| +76% | +$32.7K | 0.05% | 96 |
|
|
2020
Q4 | $38K | Buy |
+555
| New | +$38K | 0.02% | 98 |
|