Werba Rubin Papier Wealth Management’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 | $288K | Buy |
2,048
+326
| +19% | +$45.9K | 0.05% | 159 |
|
|
2025
Q1 | $201K | Sell |
1,722
-23
| -1% | -$2.68K | 0.04% | 182 |
|
|
2024
Q4 | $219K | Sell |
1,745
-373
| -18% | -$46.9K | 0.05% | 169 |
|
|
2024
Q3 | $221K | Buy |
+2,118
| New | +$221K | 0.05% | 166 |
|
|
2023
Q3 | – | Sell |
-2,371
| Closed | -$202K | – | 130 |
|
|
2023
Q2 | $202K | Buy |
2,371
+1
| +0% | +$85 | 0.07% | 111 |
|
|
2023
Q1 | $208K | Buy |
+2,370
| New | +$208K | 0.08% | 98 |
|