Arrow Financial’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
16,962
-296
| -2% | -$41.7K | 0.25% | 62 |
|
|
2025
Q1 | $2.01M | Sell |
17,258
-11,471
| -40% | -$1.34M | 0.23% | 70 |
|
|
2024
Q4 | $3.61M | Sell |
28,729
-28
| -0.1% | -$3.52K | 0.34% | 62 |
|
|
2024
Q3 | $3M | Buy |
28,757
+585
| +2% | +$61K | 0.28% | 65 |
|
|
2024
Q2 | $2.74M | Buy |
28,172
+313
| +1% | +$30.4K | 0.27% | 69 |
|
|
2024
Q1 | $2.62M | Buy |
27,859
+2,474
| +10% | +$233K | 0.26% | 68 |
|
|
2023
Q4 | $2.37M | Buy |
25,385
+3,027
| +14% | +$282K | 0.25% | 67 |
|
|
2023
Q3 | $1.83M | Buy |
22,358
+1,817
| +9% | +$148K | 0.21% | 76 |
|
|
2023
Q2 | $1.75M | Sell |
20,541
-1,214
| -6% | -$104K | 0.21% | 77 |
|
|
2023
Q1 | $1.91M | Sell |
21,755
-138
| -0.6% | -$12.1K | 0.25% | 78 |
|
|
2022
Q4 | $1.86M | Sell |
21,893
-77
| -0.4% | -$6.55K | 0.25% | 78 |
|
|
2022
Q3 | $1.74M | Hold |
21,970
| – | – | 0.25% | 77 |
|
|
2022
Q2 | $1.67M | Sell |
21,970
-1,275
| -5% | -$97K | 0.23% | 81 |
|
|
2022
Q1 | $2.03M | Sell |
23,245
-125
| -0.5% | -$10.9K | 0.24% | 76 |
|
|
2021
Q4 | $2.29M | Sell |
23,370
-3,342
| -13% | -$328K | 0.27% | 72 |
|
|
2021
Q3 | $2.6M | Sell |
26,712
-21,975
| -45% | -$2.14M | 0.34% | 57 |
|
|
2021
Q2 | $4.47M | Sell |
48,687
-1,268
| -3% | -$116K | 0.57% | 39 |
|
|
2021
Q1 | $3.88M | Sell |
49,955
-632
| -1% | -$49.1K | 0.51% | 45 |
|
|
2020
Q4 | $3.47M | Sell |
50,587
-1,694
| -3% | -$116K | 0.67% | 42 |
|
|
2020
Q3 | $2.53M | Sell |
52,281
-892
| -2% | -$43.1K | 0.53% | 50 |
|
|
2020
Q2 | $2.57M | Sell |
53,173
-1,072
| -2% | -$51.8K | 0.56% | 46 |
|
|
2020
Q1 | $1.85M | Sell |
54,245
-212
| -0.4% | -$7.21K | 0.44% | 56 |
|
|
2019
Q4 | $2.78M | Sell |
54,457
-5,767
| -10% | -$295K | 0.54% | 49 |
|
|
2019
Q3 | $2.57M | Sell |
60,224
-3,673
| -6% | -$157K | 0.53% | 50 |
|
|
2019
Q2 | $2.8M | Sell |
63,897
-5,458
| -8% | -$239K | 0.6% | 46 |
|
|
2019
Q1 | $2.93M | Sell |
69,355
-10,871
| -14% | -$459K | 0.68% | 43 |
|
|
2018
Q4 | $3.18M | Sell |
80,226
-6,354
| -7% | -$252K | 0.81% | 36 |
|
|
2018
Q3 | $4.03M | Buy |
86,580
+1,105
| +1% | +$51.5K | 0.85% | 32 |
|
|
2018
Q2 | $4.05M | Sell |
85,475
-579
| -0.7% | -$27.4K | 0.91% | 28 |
|
|
2018
Q1 | $4.64M | Buy |
86,054
+4,605
| +6% | +$249K | 1.08% | 21 |
|
|
2017
Q4 | $4.27M | Sell |
81,449
-1,113
| -1% | -$58.4K | 0.99% | 27 |
|
|
2017
Q3 | $3.98M | Sell |
82,562
-708
| -0.9% | -$34.1K | 0.94% | 26 |
|
|
2017
Q2 | $3.71M | Sell |
83,270
-3,173
| -4% | -$141K | 0.89% | 29 |
|
|
2017
Q1 | $3.7M | Sell |
86,443
-675
| -0.8% | -$28.9K | 0.9% | 30 |
|
|
2016
Q4 | $3.68M | Sell |
87,118
-20,411
| -19% | -$862K | 0.91% | 30 |
|
|
2016
Q3 | $3.45M | Sell |
107,529
-4,257
| -4% | -$137K | 0.88% | 29 |
|
|
2016
Q2 | $2.9M | Sell |
111,786
-2,541
| -2% | -$66K | 0.76% | 40 |
|
|
2016
Q1 | $2.86M | Buy |
114,327
+1,134
| +1% | +$28.4K | 0.76% | 42 |
|
|
2015
Q4 | $3.6M | Sell |
113,193
-4,034
| -3% | -$128K | 0.96% | 32 |
|
|
2015
Q3 | $3.69M | Sell |
117,227
-645
| -0.5% | -$20.3K | 1.05% | 26 |
|
|
2015
Q2 | $4.57M | Buy |
117,872
+3,166
| +3% | +$123K | 1.24% | 23 |
|
|
2015
Q1 | $4.09M | Buy |
114,706
+3,123
| +3% | +$111K | 1.1% | 25 |
|
|
2014
Q4 | $4.33M | Buy |
111,583
+1,916
| +2% | +$74.3K | 1.18% | 21 |
|
|
2014
Q3 | $3.79M | Buy |
109,667
+3,451
| +3% | +$119K | 1.05% | 21 |
|
|
2014
Q2 | $3.43M | Buy |
106,216
+214
| +0.2% | +$6.92K | 0.93% | 27 |
|
|
2014
Q1 | $3.3M | Buy |
106,002
+12,815
| +14% | +$399K | 0.94% | 25 |
|
|
2013
Q4 | $2.92M | Buy |
93,187
+5,722
| +7% | +$179K | 0.84% | 29 |
|
|
2013
Q3 | $2.36M | Buy |
87,465
+20,705
| +31% | +$558K | 0.72% | 47 |
|
|
2013
Q2 | $1.63M | Buy |
+66,760
| New | +$1.63M | 0.52% | 65 |
|