Robertson Stephens Wealth Management’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
Q2 | $755K | Buy |
|
|||||
|
2025
Q1 | $623K | Sell |
|
|||||
|
2024
Q4 | $724K | Buy |
|
|||||
|
2024
Q3 | $587K | Sell |
|
|||||
|
2024
Q2 | $606K | Sell |
|
|||||
|
2024
Q1 | $655K | Buy |
|
|||||
|
2023
Q4 | $400K | Sell |
|
|||||
|
2023
Q3 | $354K | Buy |
|
|||||
|
2023
Q2 | $356K | Sell |
|
|||||
|
2023
Q1 | $429K | Sell |
|
|||||
|
2022
Q4 | $425K | Sell |
|
|||||
|
2022
Q3 | $398K | Buy |
|
|||||
|
2022
Q2 | $380K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $216K | Buy |
|