Eagle Rock Investment Company’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
Q2 | $845K | Hold |
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|
2025
Q1 | $700K | Hold |
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|
2024
Q4 | $754K | Hold |
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|
2024
Q3 | $625K | Hold |
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|
2024
Q2 | $583K | Hold |
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|
2024
Q1 | $565K | Hold |
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|
2023
Q4 | $560K | Hold |
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|
2023
Q3 | $490K | Sell |
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|
2023
Q2 | $777K | Hold |
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|
2023
Q1 | $790K | Hold |
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|
2022
Q4 | $805K | Sell |
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|
2022
Q3 | $790K | Hold |
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|
2022
Q2 | $761K | Hold |
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|
2022
Q1 | $874K | Hold |
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|
2021
Q4 | $982K | Buy |
|