Matthew Hamilton Rosenberg’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $644K | Buy |
3,916
+204
| +5% | +$35.3K | 0.13% | 69 |
|
|
2025
Q4 | $659K | Sell |
3,712
-9
| -0.2% | -$1.5K | 0.14% | 68 |
|
|
2025
Q3 | $591K | Hold |
3,721
| – | – | 0.13% | 76 |
|
|
2025
Q2 | $524K | Sell |
3,721
-453
| -11% | -$55.6K | 0.12% | 79 |
|
|
2025
Q1 | $487K | Buy |
4,174
+209
| +5% | +$26.9K | 0.12% | 78 |
|
|
2024
Q4 | $498K | Buy |
3,965
+217
| +6% | +$26.7K | 0.13% | 73 |
|
|
2024
Q3 | $391K | Buy |
3,748
+96
| +3% | +$9.67K | 0.1% | 93 |
|
|
2024
Q2 | $362K | Sell |
3,652
-109
| -3% | -$10.4K | 0.11% | 98 |
|
|
2024
Q1 | $352K | Buy |
3,761
+2
| +0.1% | +$176 | 0.1% | 101 |
|
|
2023
Q4 | $351K | Sell |
3,759
-95
| -2% | -$7.6K | 0.11% | 99 |
|
|
2023
Q3 | $315K | Sell |
3,854
-68
| -2% | -$5.9K | 0.1% | 100 |
|
|
2023
Q2 | $335K | Hold |
3,922
| – | – | 0.11% | 99 |
|
|
2023
Q1 | $344K | Buy |
3,922
+138
| +4% | +$12.9K | 0.11% | 104 |
|
|
2022
Q4 | $322K | Sell |
3,784
-90
| -2% | -$7.67K | 0.11% | 117 |
|
|
2022
Q3 | $306K | Buy |
3,874
+22
| +0.6% | +$1.85K | 0.12% | 105 |
|
|
2022
Q2 | $296K | Sell |
3,852
-620
| -14% | -$50.8K | 0.11% | 112 |
|
|
2022
Q1 | $391K | Buy |
4,472
+140
| +3% | +$13.5K | 0.14% | 91 |
|
|
2021
Q4 | $425K | Buy |
4,332
+93
| +2% | +$9.26K | 0.15% | 81 |
|
|
2021
Q3 | $412K | Buy |
4,239
+618
| +17% | +$61.2K | 0.16% | 73 |
|
|
2021
Q2 | $332K | Hold |
3,621
| – | – | 0.17% | 67 |
|
|
2021
Q1 | $281K | Buy |
3,621
+192
| +6% | +$14.7K | 0.16% | 80 |
|
|
2020
Q4 | $235K | Buy |
3,429
+2,332
| +213% | +$134K | 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 | +$51.7K | 0.04% | 299 |
|
Other funds holding MS
VCM
VPM
