Robotti Robert’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.07M | Hold |
6,500
| – | – | 0.17% | 41 |
|
|
2025
Q4 | $1.15M | Sell |
6,500
-215
| -3% | -$35.9K | 0.21% | 41 |
|
|
2025
Q3 | $1.07M | Hold |
6,715
| – | – | 0.19% | 42 |
|
|
2025
Q2 | $946K | Hold |
6,715
| – | – | 0.16% | 43 |
|
|
2025
Q1 | $783K | Hold |
6,715
| – | – | 0.16% | 45 |
|
|
2024
Q4 | $844K | Sell |
6,715
-500
| -7% | -$61.6K | 0.15% | 44 |
|
|
2024
Q3 | $752K | Hold |
7,215
| – | – | 0.11% | 45 |
|
|
2024
Q2 | $701K | Hold |
7,215
| – | – | 0.11% | 46 |
|
|
2024
Q1 | $679K | Hold |
7,215
| – | – | 0.09% | 44 |
|
|
2023
Q4 | $673K | Hold |
7,215
| – | – | 0.1% | 46 |
|
|
2023
Q3 | $589K | Hold |
7,215
| – | – | 0.09% | 47 |
|
|
2023
Q2 | $616K | Hold |
7,215
| – | – | 0.1% | 45 |
|
|
2023
Q1 | $633K | Hold |
7,215
| – | – | 0.11% | 43 |
|
|
2022
Q4 | $613K | Sell |
7,215
-2,000
| -22% | -$170K | 0.12% | 43 |
|
|
2022
Q3 | $728K | Buy |
9,215
+1,000
| +12% | +$84.3K | 0.17% | 45 |
|
|
2022
Q2 | $624K | Buy |
8,215
+1,000
| +14% | +$81.9K | 0.15% | 47 |
|
|
2022
Q1 | $631K | Buy |
7,215
+215
| +3% | +$20.7K | 0.13% | 56 |
|
|
2021
Q4 | $687K | Hold |
7,000
| – | – | 0.14% | 53 |
|
|
2021
Q3 | $681K | Sell |
7,000
-2,000
| -22% | -$198K | 0.16% | 51 |
|
|
2021
Q2 | $825K | Hold |
9,000
| – | – | 0.21% | 47 |
|
|
2021
Q1 | $699K | Hold |
9,000
| – | – | 0.18% | 46 |
|
|
2020
Q4 | $617K | Buy |
9,000
+1,000
| +13% | +$57.4K | 0.18% | 48 |
|
|
2020
Q3 | $387K | Hold |
8,000
| – | – | 0.15% | 47 |
|
|
2020
Q2 | $386K | Hold |
8,000
| – | – | 0.17% | 44 |
|
|
2020
Q1 | $272K | Buy |
+8,000
| New | +$377K | 0.16% | 46 |
|
Other funds holding MS
VCM
VPM
