Morgan Stanley’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.2M | Buy |
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|
2025
Q2 | $26.3M | Buy |
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|
2025
Q1 | $12.9M | Sell |
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|
2024
Q4 | $13.5M | Sell |
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|
2024
Q3 | $7.81M | Sell |
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|
2024
Q2 | $17.9M | Buy |
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|
2024
Q1 | $3.33M | Sell |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | $471K | Sell |
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|
2023
Q2 | $540K | Buy |
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $241K | Buy |
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|
2022
Q3 | $381K | Buy |
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|
2022
Q2 | $351K | Sell |
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|
2022
Q1 | $1.49M | Sell |
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|
2021
Q4 | $4.61M | Buy |
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|
2021
Q3 | $4.68M | Buy |
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|
2021
Q2 | $6.94M | Buy |
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|
2021
Q1 | $7.33M | Buy |
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|
2020
Q4 | $1.51M | Buy |
|