RSWM
Robertson Stephens Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $755K | Buy |
5,359
+16
| +0.3% | +$2.25K | 0.02% | 298 |
|
|
2025
Q1 | $623K | Sell |
5,343
-415
| -7% | -$48.4K | 0.02% | 326 |
|
|
2024
Q4 | $724K | Buy |
5,758
+124
| +2% | +$15.6K | 0.03% | 296 |
|
|
2024
Q3 | $587K | Sell |
5,634
-603
| -10% | -$62.9K | 0.02% | 376 |
|
|
2024
Q2 | $606K | Sell |
6,237
-714
| -10% | -$69.4K | 0.03% | 299 |
|
|
2024
Q1 | $655K | Buy |
6,951
+2,666
| +62% | +$251K | 0.03% | 292 |
|
|
2023
Q4 | $400K | Sell |
4,285
-51
| -1% | -$4.76K | 0.02% | 341 |
|
|
2023
Q3 | $354K | Buy |
4,336
+169
| +4% | +$13.8K | 0.02% | 358 |
|
|
2023
Q2 | $356K | Sell |
4,167
-720
| -15% | -$61.5K | 0.03% | 328 |
|
|
2023
Q1 | $429K | Sell |
4,887
-113
| -2% | -$9.92K | 0.03% | 309 |
|
|
2022
Q4 | $425K | Sell |
5,000
-49
| -1% | -$4.17K | 0.04% | 280 |
|
|
2022
Q3 | $398K | Buy |
5,049
+49
| +1% | +$3.86K | 0.04% | 240 |
|
|
2022
Q2 | $380K | Buy |
+5,000
| New | +$380K | 0.04% | 267 |
|
|
2021
Q4 | – | Sell |
-2,229
| Closed | -$216K | – | 388 |
|
|
2021
Q3 | $216K | Buy |
+2,229
| New | +$216K | 0.02% | 296 |
|