Roble Belko & Company’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
Q3 | $0 | Hold |
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|
2025
Q2 | $0 | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $137K | Hold |
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|
2024
Q1 | $132K | Hold |
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|
2023
Q4 | $131K | Hold |
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|
2023
Q3 | $115K | Sell |
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|
2023
Q2 | $124K | Hold |
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|
2023
Q1 | $128K | Hold |
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|
2022
Q4 | $124K | Hold |
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|
2022
Q3 | $115K | Buy |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $4K | Buy |
|