Neville Rodie & Shaw’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
Q3 | $306K | Hold |
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|
2025
Q2 | $271K | Sell |
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|
2025
Q1 | $295K | Hold |
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|
2024
Q4 | $318K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $370K | Sell |
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|
2023
Q4 | $622K | Sell |
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|
2023
Q3 | $648K | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.38M | Hold |
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.69M | Sell |
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|
2022
Q2 | $3.94M | Sell |
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|
2022
Q1 | $4.89M | Buy |
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|
2021
Q4 | $5.49M | Buy |
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|
2021
Q3 | $4.65M | Buy |
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|
2021
Q2 | $4.28M | Buy |
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|
2021
Q1 | $2.51M | Buy |
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|
2020
Q4 | $445K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $286K | Sell |
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|
2018
Q3 | $489K | Buy |
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