Groesbeck Investment Management’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
Q1
$257K Hold
2024
Q4
$277K Hold
2024
Q3
$229K Hold
2024
Q2
$214K Hold
2024
Q1
$207K Hold
2023
Q4
$205K Buy
2022
Q1
Sell
2021
Q4
$216K Hold
2021
Q3
$214K Hold
2021
Q2
$202K Buy