Roble Belko & Company’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 | $0 | Buy |
+1
| New | – | ﹤0.01% | 455 |
|
|
2024
Q3 | – | Sell |
-1,405
| Closed | -$137K | – | 375 |
|
|
2024
Q2 | $137K | Hold |
1,405
| – | – | 0.02% | 118 |
|
|
2024
Q1 | $132K | Hold |
1,405
| – | – | 0.02% | 122 |
|
|
2023
Q4 | $131K | Hold |
1,405
| – | – | 0.02% | 111 |
|
|
2023
Q3 | $115K | Sell |
1,405
-48
| -3% | -$3.93K | 0.02% | 113 |
|
|
2023
Q2 | $124K | Hold |
1,453
| – | – | 0.02% | 107 |
|
|
2023
Q1 | $128K | Hold |
1,453
| – | – | 0.03% | 117 |
|
|
2022
Q4 | $124K | Hold |
1,453
| – | – | 0.03% | 118 |
|
|
2022
Q3 | $115K | Buy |
1,453
+1,405
| +2,927% | +$111K | 0.03% | 116 |
|
|
2022
Q2 | $4K | Hold |
48
| – | – | ﹤0.01% | 274 |
|
|
2022
Q1 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 328 |
|