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Matthew Hamilton Rosenberg’s Morgan Stanley MS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$524K Sell
3,721
-453
-11% -$63.8K 0.12% 79
2025
Q1
$487K Buy
4,174
+209
+5% +$24.4K 0.12% 78
2024
Q4
$498K Buy
3,965
+217
+6% +$27.3K 0.13% 73
2024
Q3
$391K Buy
3,748
+96
+3% +$10K 0.1% 93
2024
Q2
$362K Sell
3,652
-109
-3% -$10.8K 0.11% 98
2024
Q1
$352K Buy
3,761
+2
+0.1% +$187 0.1% 101
2023
Q4
$351K Sell
3,759
-95
-2% -$8.86K 0.11% 99
2023
Q3
$315K Sell
3,854
-68
-2% -$5.55K 0.1% 100
2023
Q2
$335K Hold
3,922
0.11% 99
2023
Q1
$344K Buy
3,922
+138
+4% +$12.1K 0.11% 104
2022
Q4
$322K Sell
3,784
-90
-2% -$7.65K 0.11% 117
2022
Q3
$306K Buy
3,874
+22
+0.6% +$1.74K 0.12% 105
2022
Q2
$296K Sell
3,852
-620
-14% -$47.6K 0.11% 112
2022
Q1
$391K Buy
4,472
+140
+3% +$12.2K 0.14% 91
2021
Q4
$425K Buy
4,332
+93
+2% +$9.12K 0.15% 81
2021
Q3
$412K Buy
4,239
+618
+17% +$60.1K 0.16% 73
2021
Q2
$332K Hold
3,621
0.17% 67
2021
Q1
$281K Buy
3,621
+192
+6% +$14.9K 0.16% 80
2020
Q4
$235K Buy
3,429
+2,332
+213% +$160K 0.15% 89
2020
Q3
$53K Hold
1,097
0.04% 298
2020
Q2
$53K Hold
1,097
0.04% 296
2020
Q1
$38K Buy
+1,097
New +$38K 0.04% 299