Bangor Savings Bank’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 | $305K | Buy |
2,167
+2
| +0.1% | +$282 | 0.03% | 182 |
|
2025
Q1 | $253K | Sell |
2,165
-427
| -16% | -$49.8K | 0.02% | 191 |
|
2024
Q4 | $326K | Buy |
2,592
+183
| +8% | +$23K | 0.03% | 181 |
|
2024
Q3 | $251K | Hold |
2,409
| – | – | 0.02% | 189 |
|
2024
Q2 | $234K | Hold |
2,409
| – | – | 0.02% | 189 |
|
2024
Q1 | $227K | Hold |
2,409
| – | – | 0.02% | 193 |
|
2023
Q4 | $225K | Hold |
2,409
| – | – | 0.02% | 191 |
|
2023
Q3 | $197K | Sell |
2,409
-116
| -5% | -$9.47K | 0.02% | 193 |
|
2023
Q2 | $216K | Hold |
2,525
| – | – | 0.02% | 188 |
|
2023
Q1 | $222K | Sell |
2,525
-78
| -3% | -$6.85K | 0.03% | 185 |
|
2022
Q4 | $221K | Buy |
2,603
+116
| +5% | +$9.85K | 0.03% | 191 |
|
2022
Q3 | $196K | Hold |
2,487
| – | – | 0.02% | 191 |
|
2022
Q2 | $189K | Buy |
+2,487
| New | +$189K | 0.02% | 202 |
|