Robotti Robert’s Morgan Stanley MS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
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%	-$62.9K	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%	+$79K	0.17%	45
2022 Q2	$624K	Buy	8,215 +1,000	+14%	+$76K	0.15%	47
2022 Q1	$631K	Buy	7,215 +215	+3%	+$18.8K	0.13%	56
2021 Q4	$687K	Hold	7,000	–	–	0.14%	53
2021 Q3	$681K	Sell	7,000 -2,000	-22%	-$195K	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%	+$68.6K	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	+$272K	0.16%	46