BIM
Baldwin Investment Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Sell |
19,867
-206
| -1% | -$29K | 0.34% | 39 |
|
|
2025
Q1 | $2.34M | Sell |
20,073
-730
| -4% | -$85.2K | 0.28% | 49 |
|
|
2024
Q4 | $2.62M | Sell |
20,803
-1,544
| -7% | -$194K | 0.34% | 42 |
|
|
2024
Q3 | $2.33M | Sell |
22,347
-2,033
| -8% | -$212K | 0.29% | 52 |
|
|
2024
Q2 | $2.37M | Sell |
24,380
-997
| -4% | -$96.9K | 0.32% | 47 |
|
|
2024
Q1 | $2.39M | Buy |
25,377
+3,930
| +18% | +$370K | 0.32% | 48 |
|
|
2023
Q4 | $2M | Buy |
21,447
+415
| +2% | +$38.7K | 0.31% | 54 |
|
|
2023
Q3 | $1.72M | Buy |
21,032
+1,760
| +9% | +$144K | 0.29% | 61 |
|
|
2023
Q2 | $1.65M | Sell |
19,272
-450
| -2% | -$38.4K | 0.27% | 65 |
|
|
2023
Q1 | $1.73M | Sell |
19,722
-13
| -0.1% | -$1.14K | 0.31% | 58 |
|
|
2022
Q4 | $1.68M | Sell |
19,735
-445
| -2% | -$37.8K | 0.3% | 57 |
|
|
2022
Q3 | $1.59K | Sell |
20,180
-1,253
| -6% | -$99 | 0.32% | 53 |
|
|
2022
Q2 | $1.63K | Sell |
21,433
-622
| -3% | -$47 | 0.31% | 59 |
|
|
2022
Q1 | $1.93K | Buy |
22,055
+757
| +4% | +$66 | 0.29% | 58 |
|
|
2021
Q4 | $2.09K | Buy |
21,298
+398
| +2% | +$39 | 0.33% | 55 |
|
|
2021
Q3 | $2.03M | Sell |
20,900
-858
| -4% | -$83.5K | 0.35% | 51 |
|
|
2021
Q2 | $2M | Sell |
21,758
-1,475
| -6% | -$135K | 0.34% | 55 |
|
|
2021
Q1 | $1.8M | Buy |
23,233
+2,399
| +12% | +$186K | 0.33% | 57 |
|
|
2020
Q4 | $1.43M | Buy |
20,834
+2,050
| +11% | +$141K | 0.28% | 67 |
|
|
2020
Q3 | $908K | Buy |
+18,784
| New | +$908K | 0.21% | 84 |
|