Roundview 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 | $723K | Sell |
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|
2025
Q2 | $654K | Buy |
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|
2025
Q1 | $506K | Buy |
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|
2024
Q4 | $528K | Buy |
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|
2024
Q3 | $400K | Buy |
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|
2024
Q2 | $362K | Buy |
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|
2024
Q1 | $334K | Sell |
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|
2023
Q4 | $463K | Sell |
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|
2023
Q3 | $483K | Sell |
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|
2023
Q2 | $568K | Buy |
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|
2023
Q1 | $492K | Buy |
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|
2022
Q4 | $405K | Hold |
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|
2022
Q3 | $376K | Buy |
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|
2022
Q2 | $329K | Buy |
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|
2022
Q1 | $261K | Sell |
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|
2021
Q4 | $301K | Buy |
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|
2021
Q3 | $217K | Buy |
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|
2021
Q2 | $204K | Buy |
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