RSS
Rosenblum Silverman Sutton’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $812K | Sell |
5,764
-325
| -5% | -$45.8K | 0.2% | 51 |
|
|
2025
Q1 | $710K | Buy |
6,089
+72
| +1% | +$8.4K | 0.2% | 51 |
|
|
2024
Q4 | $756K | Sell |
6,017
-50
| -0.8% | -$6.29K | 0.19% | 55 |
|
|
2024
Q3 | $632K | Hold |
6,067
| – | – | 0.16% | 55 |
|
|
2024
Q2 | $590K | Buy |
6,067
+325
| +6% | +$31.6K | 0.16% | 56 |
|
|
2024
Q1 | $541K | Hold |
5,742
| – | – | 0.15% | 58 |
|
|
2023
Q4 | $535K | Sell |
5,742
-30
| -0.5% | -$2.8K | 0.17% | 57 |
|
|
2023
Q3 | $471K | Hold |
5,772
| – | – | 0.16% | 58 |
|
|
2023
Q2 | $493K | Sell |
5,772
-233
| -4% | -$19.9K | 0.16% | 57 |
|
|
2023
Q1 | $527K | Hold |
6,005
| – | – | 0.19% | 51 |
|
|
2022
Q4 | $511K | Sell |
6,005
-29
| -0.5% | -$2.47K | 0.19% | 52 |
|
|
2022
Q3 | $477K | Sell |
6,034
-925
| -13% | -$73.1K | 0.17% | 58 |
|
|
2022
Q2 | $529K | Buy |
6,959
+30
| +0.4% | +$2.28K | 0.17% | 57 |
|
|
2022
Q1 | $606K | Hold |
6,929
| – | – | 0.16% | 53 |
|
|
2021
Q4 | $680K | Sell |
6,929
-1,131
| -14% | -$111K | 0.15% | 52 |
|
|
2021
Q3 | $784K | Hold |
8,060
| – | – | 0.18% | 50 |
|
|
2021
Q2 | $739K | Sell |
8,060
-40
| -0.5% | -$3.67K | 0.17% | 50 |
|
|
2021
Q1 | $629K | Hold |
8,100
| – | – | 0.16% | 49 |
|
|
2020
Q4 | $555K | Sell |
8,100
-800
| -9% | -$54.8K | 0.14% | 48 |
|
|
2020
Q3 | $430K | Hold |
8,900
| – | – | 0.12% | 52 |
|
|
2020
Q2 | $430K | Hold |
8,900
| – | – | 0.14% | 52 |
|
|
2020
Q1 | $303K | Sell |
8,900
-3,166
| -26% | -$108K | 0.12% | 62 |
|
|
2019
Q4 | $617K | Sell |
12,066
-476
| -4% | -$24.3K | 0.23% | 50 |
|
|
2019
Q3 | $535K | Sell |
12,542
-218
| -2% | -$9.3K | 0.21% | 49 |
|
|
2019
Q2 | $559K | Sell |
12,760
-2,960
| -19% | -$130K | 0.21% | 48 |
|
|
2019
Q1 | $663K | Sell |
15,720
-15,968
| -50% | -$673K | 0.26% | 50 |
|
|
2018
Q4 | $8.48M | Buy |
31,688
+8,872
| +39% | +$2.37M | 3.87% | 6 |
|
|
2018
Q3 | $1.06M | Buy |
22,816
+109
| +0.5% | +$5.08K | 0.35% | 53 |
|
|
2018
Q2 | $1.08M | Sell |
22,707
-1,865
| -8% | -$88.4K | 0.37% | 52 |
|
|
2018
Q1 | $1.33M | Buy |
24,572
+315
| +1% | +$17K | 0.47% | 48 |
|
|
2017
Q4 | $1.27M | Hold |
24,257
| – | – | 0.46% | 53 |
|
|
2017
Q3 | $1.17M | Hold |
24,257
| – | – | 0.44% | 50 |
|
|
2017
Q2 | $1.08M | Buy |
24,257
+1,550
| +7% | +$69.1K | 0.43% | 51 |
|
|
2017
Q1 | $973K | Sell |
22,707
-950
| -4% | -$40.7K | 0.41% | 52 |
|
|
2016
Q4 | $1M | Buy |
23,657
+300
| +1% | +$12.7K | 0.47% | 48 |
|
|
2016
Q3 | $749K | Sell |
23,357
-225
| -1% | -$7.22K | 0.34% | 54 |
|
|
2016
Q2 | $613K | Buy |
+23,582
| New | +$613K | 0.29% | 54 |
|
|
2015
Q4 | $1.89M | Sell |
59,432
-4,000
| -6% | -$127K | 0.86% | 42 |
|
|
2015
Q3 | $2M | Sell |
63,432
-4,640
| -7% | -$146K | 0.95% | 39 |
|
|
2015
Q2 | $2.64M | Buy |
+68,072
| New | +$2.64M | 1.06% | 38 |
|
|
2014
Q4 | $2.53M | Sell |
65,162
-200
| -0.3% | -$7.76K | 1.09% | 38 |
|
|
2014
Q3 | $2.26M | Buy |
65,362
+8,700
| +15% | +$301K | 1.02% | 38 |
|
|
2014
Q2 | $1.83M | Buy |
56,662
+5,050
| +10% | +$163K | 0.86% | 44 |
|
|
2014
Q1 | $1.61M | Buy |
51,612
+2,900
| +6% | +$90.4K | 0.76% | 49 |
|
|
2013
Q4 | $1.53M | Buy |
48,712
+18,735
| +62% | +$588K | 0.72% | 45 |
|
|
2013
Q3 | $808K | Buy |
+29,977
| New | +$808K | 0.43% | 55 |
|