Rossmore Private Capital’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 | $3.97M | Buy |
|
|||||
|
2025
Q2 | $3.43M | Buy |
|
|||||
|
2025
Q1 | $1.5M | Buy |
|
|||||
|
2024
Q4 | $1.5M | Sell |
|
|||||
|
2024
Q3 | $1.25M | Buy |
|
|||||
|
2024
Q2 | $958K | Sell |
|
|||||
|
2024
Q1 | $998K | Sell |
|
|||||
|
2023
Q4 | $1.04M | Sell |
|
|||||
|
2023
Q3 | $920K | Hold |
|
|||||
|
2023
Q2 | $962K | Buy |
|
|||||
|
2023
Q1 | $532K | Sell |
|
|||||
|
2022
Q4 | $522K | Buy |
|
|||||
|
2022
Q3 | $462K | Buy |
|
|||||
|
2022
Q2 | $433K | Buy |
|
|||||
|
2022
Q1 | $471K | Hold |
|
|||||
|
2021
Q4 | $529K | Buy |
|
|||||
|
2021
Q3 | $517K | Hold |
|
|||||
|
2021
Q2 | $487K | Buy |
|
|||||
|
2021
Q1 | $374K | Hold |
|
|||||
|
2020
Q4 | $330K | Hold |
|
|||||
|
2020
Q3 | $233K | Hold |
|
|||||
|
2020
Q2 | $233K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $83.7K | Buy |
|