Shufro Rose & Co’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 | $675K | Hold |
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|
2025
Q1 | $675K | Sell |
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|
2024
Q4 | $733K | Sell |
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|
2024
Q3 | $605K | Hold |
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|
2024
Q2 | $605K | Sell |
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|
2024
Q1 | $605K | Hold |
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|
2023
Q4 | $524K | Hold |
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|
2023
Q3 | $524K | Sell |
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|
2023
Q2 | $634K | Sell |
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|
2023
Q1 | $658K | Hold |
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|
2022
Q4 | $637K | Sell |
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|
2022
Q3 | $594K | Buy |
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|
2022
Q2 | $570K | Hold |
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|
2022
Q1 | $655K | Hold |
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|
2021
Q4 | $736K | Sell |
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|
2021
Q3 | $778K | Buy |
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|
2021
Q2 | $726K | Sell |
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|
2021
Q1 | $638K | Hold |
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|
2020
Q4 | $563K | Sell |
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|
2020
Q3 | $412K | Buy |
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|
2020
Q2 | $374K | Hold |
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|
2020
Q1 | $263K | Hold |
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|
2019
Q4 | $396K | Buy |
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|
2019
Q3 | $317K | Buy |
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|
2019
Q2 | $320K | Hold |
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|
2019
Q1 | $308K | Buy |
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|
2018
Q4 | $202K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $221K | Sell |
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|
2017
Q4 | $273K | Sell |
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|
2017
Q3 | $270K | Hold |
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|
2017
Q2 | $250K | Hold |
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|
2017
Q1 | $240K | Hold |
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|
2016
Q4 | $237K | Sell |
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|
2016
Q3 | $276K | Sell |
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|
2016
Q2 | $262K | Hold |
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|
2016
Q1 | $253K | Sell |
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|
2015
Q4 | $368K | Buy |
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|
2015
Q3 | $349K | Sell |
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|
2015
Q2 | $442K | Sell |
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|
2015
Q1 | $478K | Hold |
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|
2014
Q4 | $519K | Hold |
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|
2014
Q3 | $463K | Sell |
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|
2014
Q2 | $452K | Buy |
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|
2014
Q1 | $367K | Hold |
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|
2013
Q4 | $370K | Hold |
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|
2013
Q3 | $318K | Hold |
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|
2013
Q2 | $288K | Buy |
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