GIM
Groesbeck Investment Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $257K | Hold |
2,200
| – | – | 0.36% | 77 |
|
|
2024
Q4 | $277K | Hold |
2,200
| – | – | 0.36% | 77 |
|
|
2024
Q3 | $229K | Hold |
2,200
| – | – | 0.34% | 65 |
|
|
2024
Q2 | $214K | Hold |
2,200
| – | – | 0.3% | 69 |
|
|
2024
Q1 | $207K | Hold |
2,200
| – | – | 0.22% | 93 |
|
|
2023
Q4 | $205K | Buy |
+2,200
| New | +$205K | 0.28% | 76 |
|
|
2022
Q1 | – | Sell |
-2,200
| Closed | -$216K | – | 110 |
|
|
2021
Q4 | $216K | Hold |
2,200
| – | – | 0.27% | 90 |
|
|
2021
Q3 | $214K | Hold |
2,200
| – | – | 0.25% | 102 |
|
|
2021
Q2 | $202K | Buy |
+2,200
| New | +$202K | 0.26% | 88 |
|