Rothschild Investment LLC’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 | $993K | Sell |
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|
2025
Q1 | $827K | Sell |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $821K | Sell |
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|
2024
Q2 | $766K | Buy |
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|
2024
Q1 | $668K | Buy |
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|
2023
Q4 | $609K | Buy |
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|
2023
Q3 | $532K | Buy |
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|
2023
Q2 | $456K | Buy |
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|
2023
Q1 | $429K | Buy |
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|
2022
Q4 | $414K | Buy |
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|
2022
Q3 | $383K | Hold |
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|
2022
Q2 | $369K | Hold |
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|
2022
Q1 | $424K | Hold |
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|
2021
Q4 | $476K | Buy |
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|
2021
Q3 | $467K | Hold |
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|
2021
Q2 | $440K | Buy |
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|
2021
Q1 | $342K | Sell |
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|
2020
Q4 | $710K | Sell |
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|
2020
Q3 | $614K | Sell |
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|
2020
Q2 | $759K | Sell |
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|
2020
Q1 | $623K | Sell |
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|
2019
Q4 | $1.07M | Sell |
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|
2019
Q3 | $912K | Hold |
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|
2019
Q2 | $936K | Sell |
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|
2019
Q1 | $1.07M | Sell |
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|
2018
Q4 | $1.03M | Sell |
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|
2018
Q3 | $1.23M | Sell |
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|
2018
Q2 | $1.4M | Sell |
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|
2018
Q1 | $1.61M | Sell |
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|
2017
Q4 | $1.61M | Sell |
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|
2017
Q3 | $1.53M | Sell |
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|
2017
Q2 | $1.5M | Sell |
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|
2017
Q1 | $1.45M | Hold |
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|
2016
Q4 | $1.43M | Sell |
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|
2016
Q3 | $1.1M | Hold |
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|
2016
Q2 | $894K | Sell |
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|
2016
Q1 | $1.03M | Buy |
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|
2015
Q4 | $827K | Buy |
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|
2015
Q3 | $797K | Buy |
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|
2015
Q2 | $969K | Sell |
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|
2015
Q1 | $909K | Sell |
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|
2014
Q4 | $1.01M | Sell |
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|
2014
Q3 | $934K | Sell |
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|
2014
Q2 | $908K | Sell |
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|
2014
Q1 | $922K | Sell |
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|
2013
Q4 | $933K | Hold |
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|
2013
Q3 | $801K | Sell |
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|
2013
Q2 | $734K | Buy |
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