Baldwin Investment Management’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.21M	Sell	19,501 -172	-0.9%	-$29.8K	0.38%	38
2025 Q4	$3.49M	Buy	19,673 +1	+0%	+$167	0.39%	37
2025 Q3	$3.13M	Sell	19,672 -195	-1%	-$28.8K	0.36%	38
2025 Q2	$2.8M	Sell	19,867 -206	-1%	-$25.3K	0.34%	39
2025 Q1	$2.34M	Sell	20,073 -730	-4%	-$94.1K	0.28%	49
2024 Q4	$2.62M	Sell	20,803 -1,544	-7%	-$190K	0.34%	42
2024 Q3	$2.33M	Sell	22,347 -2,033	-8%	-$205K	0.29%	52
2024 Q2	$2.37M	Sell	24,380 -997	-4%	-$94.9K	0.32%	47
2024 Q1	$2.39M	Buy	25,377 +3,930	+18%	+$346K	0.32%	48
2023 Q4	$2M	Buy	21,447 +415	+2%	+$33.2K	0.31%	54
2023 Q3	$1.72M	Buy	21,032 +1,760	+9%	+$153K	0.29%	61
2023 Q2	$1.65M	Sell	19,272 -450	-2%	-$38.5K	0.27%	65
2023 Q1	$1.73M	Sell	19,722 -13	-0.1%	-$1.21K	0.31%	58
2022 Q4	$1.68M	Sell	19,735 -445	-2%	-$37.9K	0.3%	57
2022 Q3	$1.59K	Sell	20,180 -1,253	-6%	-$106K	0.32%	53
2022 Q2	$1.63K	Sell	21,433 -622	-3%	-$50.9K	0.31%	59
2022 Q1	$1.93K	Buy	22,055 +757	+4%	+$73K	0.29%	58
2021 Q4	$2.09K	Buy	21,298 +398	+2%	+$39.6K	0.33%	55
2021 Q3	$2.03M	Sell	20,900 -858	-4%	-$85K	0.35%	51
2021 Q2	$2M	Sell	21,758 -1,475	-6%	-$126K	0.34%	55
2021 Q1	$1.8M	Buy	23,233 +2,399	+12%	+$184K	0.33%	57
2020 Q4	$1.43M	Buy	20,834 +2,050	+11%	+$118K	0.28%	67
2020 Q3	$908K	Buy	+18,784	New	+$946K	0.21%	84