Roberts Capital Advisors’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
Q4 | – | Sell |
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|
2025
Q3 | $940K | Sell |
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|
2025
Q2 | $1.67M | Buy |
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|
2025
Q1 | $1.17M | Hold |
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|
2024
Q4 | $1.26M | Hold |
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|
2024
Q3 | $1.05M | Hold |
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|
2024
Q2 | $947K | Hold |
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|
2024
Q1 | $947K | Buy |
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|
2022
Q3 | $852K | Hold |
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|
2022
Q2 | $820K | Hold |
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|
2022
Q1 | $943K | Hold |
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|
2021
Q4 | $1.06M | Buy |
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