Bank of Marin’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
Q3 | $405K | Hold |
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|
2025
Q2 | $359K | Hold |
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|
2025
Q1 | $297K | Sell |
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|
2024
Q4 | $321K | Hold |
|
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|
2024
Q3 | $266K | Hold |
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|
2024
Q2 | $248K | Buy |
|
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $241K | Sell |
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|
2022
Q3 | $227K | Sell |
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|
2022
Q2 | $296K | Sell |
|
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|
2022
Q1 | $446K | Sell |
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|
2021
Q4 | $544K | Buy |
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|
2021
Q3 | $423K | Hold |
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|
2021
Q2 | $398K | Hold |
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|
2021
Q1 | $337K | Hold |
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|
2020
Q4 | $298K | Sell |
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|
2020
Q3 | $250K | Hold |
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|
2020
Q2 | $249K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $264K | Buy |
|