Rosenblum Silverman Sutton’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
Q2 | $812K | Sell |
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|
2025
Q1 | $710K | Buy |
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|
2024
Q4 | $756K | Sell |
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|
2024
Q3 | $632K | Hold |
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|
2024
Q2 | $590K | Buy |
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|
2024
Q1 | $541K | Hold |
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|
2023
Q4 | $535K | Sell |
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|
2023
Q3 | $471K | Hold |
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|
2023
Q2 | $493K | Sell |
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|
2023
Q1 | $527K | Hold |
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|
2022
Q4 | $511K | Sell |
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|
2022
Q3 | $477K | Sell |
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|
2022
Q2 | $529K | Buy |
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|
2022
Q1 | $606K | Hold |
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|
2021
Q4 | $680K | Sell |
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|
2021
Q3 | $784K | Hold |
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|
2021
Q2 | $739K | Sell |
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|
2021
Q1 | $629K | Hold |
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|
2020
Q4 | $555K | Sell |
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|
2020
Q3 | $430K | Hold |
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|
2020
Q2 | $430K | Hold |
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|
2020
Q1 | $303K | Sell |
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|
2019
Q4 | $617K | Sell |
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|
2019
Q3 | $535K | Sell |
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|
2019
Q2 | $559K | Sell |
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|
2019
Q1 | $663K | Sell |
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|
2018
Q4 | $8.48M | Buy |
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|
2018
Q3 | $1.06M | Buy |
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|
2018
Q2 | $1.08M | Sell |
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|
2018
Q1 | $1.33M | Buy |
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|
2017
Q4 | $1.27M | Hold |
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|
2017
Q3 | $1.17M | Hold |
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|
2017
Q2 | $1.08M | Buy |
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|
2017
Q1 | $973K | Sell |
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|
2016
Q4 | $1M | Buy |
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|
2016
Q3 | $749K | Sell |
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|
2016
Q2 | $613K | Buy |
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|
2015
Q4 | $1.89M | Sell |
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|
2015
Q3 | $2M | Sell |
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|
2015
Q2 | $2.64M | Buy |
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|
2014
Q4 | $2.53M | Sell |
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|
2014
Q3 | $2.26M | Buy |
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|
2014
Q2 | $1.83M | Buy |
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|
2014
Q1 | $1.61M | Buy |
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|
2013
Q4 | $1.53M | Buy |
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|
2013
Q3 | $808K | Buy |
|