NorthRock Partners’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 | $3.92M | Buy |
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|
2025
Q2 | $2.96M | Buy |
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|
2025
Q1 | $2.31M | Buy |
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|
2024
Q4 | $2.39M | Sell |
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|
2024
Q3 | $2.29M | Sell |
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|
2024
Q2 | $2.18M | Buy |
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|
2024
Q1 | $2M | Buy |
|
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|
2023
Q4 | $1.77M | Buy |
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|
2023
Q3 | $683K | Buy |
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|
2023
Q2 | $490K | Sell |
|
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|
2023
Q1 | $608K | Sell |
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|
2022
Q4 | $711K | Buy |
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|
2022
Q3 | $656K | Buy |
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|
2022
Q2 | $473K | Sell |
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|
2022
Q1 | $557K | Sell |
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|
2021
Q4 | $658K | Buy |
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|
2021
Q3 | $496K | Buy |
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|
2021
Q2 | $350K | Buy |
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|
2021
Q1 | $225K | Buy |
|