Roberts Capital Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
11,831
+1,770
| +18% | +$249K | 1.23% | 19 |
|
|
2025
Q1 | $1.17M | Hold |
10,061
| – | – | 1.03% | 24 |
|
|
2024
Q4 | $1.26M | Hold |
10,061
| – | – | 1.06% | 19 |
|
|
2024
Q3 | $1.05M | Hold |
10,061
| – | – | 0.9% | 26 |
|
|
2024
Q2 | $947K | Hold |
10,061
| – | – | 0.91% | 31 |
|
|
2024
Q1 | $947K | Buy |
+10,061
| New | +$947K | 0.91% | 31 |
|
|
2022
Q3 | $852K | Hold |
10,785
| – | – | 1.23% | 17 |
|
|
2022
Q2 | $820K | Hold |
10,785
| – | – | 1.12% | 18 |
|
|
2022
Q1 | $943K | Hold |
10,785
| – | – | 0.97% | 23 |
|
|
2021
Q4 | $1.06M | Buy |
+10,785
| New | +$1.06M | 0.99% | 25 |
|