Bell Bank’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 | $816K | Hold |
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|
2025
Q2 | $723K | Hold |
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|
2025
Q1 | $599K | Sell |
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|
2024
Q4 | $670K | Buy |
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|
2024
Q3 | $513K | Sell |
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|
2024
Q2 | $478K | Hold |
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|
2024
Q1 | $463K | Sell |
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|
2023
Q4 | $469K | Sell |
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|
2023
Q3 | $462K | Buy |
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|
2023
Q2 | $432K | Sell |
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|
2023
Q1 | $472K | Sell |
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|
2022
Q4 | $464K | Sell |
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|
2022
Q3 | $465K | Sell |
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|
2022
Q2 | $468K | Buy |
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|
2022
Q1 | $483K | Sell |
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|
2021
Q4 | $551K | Hold |
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|
2021
Q3 | $547K | Hold |
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|
2021
Q2 | $515K | Sell |
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|
2021
Q1 | $440K | Sell |
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|
2020
Q4 | $395K | Sell |
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|
2020
Q3 | $311K | Hold |
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|
2020
Q2 | $310K | Sell |
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|
2020
Q1 | $225K | Sell |
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|
2019
Q4 | $376K | Sell |
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|
2019
Q3 | $330K | Hold |
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|
2019
Q2 | $339K | Hold |
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|
2019
Q1 | $326K | Sell |
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|
2018
Q4 | $346K | Buy |
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|
2018
Q3 | $375K | Hold |
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|
2018
Q2 | $381K | Buy |
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|
2018
Q1 | $378K | Hold |
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|
2017
Q4 | $368K | Sell |
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|
2017
Q3 | $358K | Sell |
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|
2017
Q2 | $358K | Hold |
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|
2017
Q1 | $344K | Hold |
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|
2016
Q4 | $339K | Hold |
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|
2016
Q3 | $257K | Sell |
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|
2016
Q2 | $222K | Sell |
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|
2016
Q1 | $233K | Sell |
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|
2015
Q4 | $433K | Hold |
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|
2015
Q3 | $429K | Sell |
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|
2015
Q2 | $552K | Hold |
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|
2015
Q1 | $508K | Sell |
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|
2014
Q4 | $563K | Sell |
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|
2014
Q3 | $506K | Sell |
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|
2014
Q2 | $534K | Sell |
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|
2014
Q1 | $725K | Sell |
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|
2013
Q4 | $1.04M | Sell |
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|
2013
Q3 | $1.98M | Sell |
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|
2013
Q2 | $2.03M | Buy |
|