BB
Bell Bank’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Hold |
5,133
| – | – | 0.03% | 120 |
|
|
2025
Q1 | $599K | Sell |
5,133
-194
| -4% | -$22.6K | 0.03% | 119 |
|
|
2024
Q4 | $670K | Buy |
5,327
+409
| +8% | +$51.4K | 0.05% | 120 |
|
|
2024
Q3 | $513K | Sell |
4,918
-2
| -0% | -$208 | 0.06% | 131 |
|
|
2024
Q2 | $478K | Hold |
4,920
| – | – | 0.04% | 143 |
|
|
2024
Q1 | $463K | Sell |
4,920
-113
| -2% | -$10.6K | 0.04% | 146 |
|
|
2023
Q4 | $469K | Sell |
5,033
-630
| -11% | -$58.7K | 0.05% | 132 |
|
|
2023
Q3 | $462K | Buy |
5,663
+603
| +12% | +$49.2K | 0.05% | 128 |
|
|
2023
Q2 | $432K | Sell |
5,060
-311
| -6% | -$26.6K | 0.05% | 139 |
|
|
2023
Q1 | $472K | Sell |
5,371
-85
| -2% | -$7.46K | 0.05% | 133 |
|
|
2022
Q4 | $464K | Sell |
5,456
-436
| -7% | -$37.1K | 0.05% | 133 |
|
|
2022
Q3 | $465K | Sell |
5,892
-262
| -4% | -$20.7K | 0.06% | 127 |
|
|
2022
Q2 | $468K | Buy |
6,154
+630
| +11% | +$47.9K | 0.06% | 136 |
|
|
2022
Q1 | $483K | Sell |
5,524
-94
| -2% | -$8.22K | 0.05% | 128 |
|
|
2021
Q4 | $551K | Hold |
5,618
| – | – | 0.06% | 121 |
|
|
2021
Q3 | $547K | Hold |
5,618
| – | – | 0.07% | 117 |
|
|
2021
Q2 | $515K | Sell |
5,618
-44
| -0.8% | -$4.03K | 0.07% | 120 |
|
|
2021
Q1 | $440K | Sell |
5,662
-105
| -2% | -$8.16K | 0.06% | 124 |
|
|
2020
Q4 | $395K | Sell |
5,767
-655
| -10% | -$44.9K | 0.06% | 121 |
|
|
2020
Q3 | $311K | Hold |
6,422
| – | – | 0.05% | 121 |
|
|
2020
Q2 | $310K | Sell |
6,422
-190
| -3% | -$9.17K | 0.06% | 122 |
|
|
2020
Q1 | $225K | Sell |
6,612
-738
| -10% | -$25.1K | 0.05% | 136 |
|
|
2019
Q4 | $376K | Sell |
7,350
-380
| -5% | -$19.4K | 0.07% | 122 |
|
|
2019
Q3 | $330K | Hold |
7,730
| – | – | 0.06% | 127 |
|
|
2019
Q2 | $339K | Hold |
7,730
| – | – | 0.08% | 119 |
|
|
2019
Q1 | $326K | Sell |
7,730
-993
| -11% | -$41.9K | 0.09% | 119 |
|
|
2018
Q4 | $346K | Buy |
8,723
+678
| +8% | +$26.9K | 0.11% | 112 |
|
|
2018
Q3 | $375K | Hold |
8,045
| – | – | 0.12% | 112 |
|
|
2018
Q2 | $381K | Buy |
8,045
+1,031
| +15% | +$48.8K | 0.12% | 111 |
|
|
2018
Q1 | $378K | Hold |
7,014
| – | – | 0.12% | 103 |
|
|
2017
Q4 | $368K | Sell |
7,014
-410
| -6% | -$21.5K | 0.1% | 104 |
|
|
2017
Q3 | $358K | Sell |
7,424
-600
| -7% | -$28.9K | 0.1% | 95 |
|
|
2017
Q2 | $358K | Hold |
8,024
| – | – | 0.13% | 94 |
|
|
2017
Q1 | $344K | Hold |
8,024
| – | – | 0.13% | 94 |
|
|
2016
Q4 | $339K | Hold |
8,024
| – | – | 0.13% | 87 |
|
|
2016
Q3 | $257K | Sell |
8,024
-530
| -6% | -$17K | 0.16% | 101 |
|
|
2016
Q2 | $222K | Sell |
8,554
-780
| -8% | -$20.2K | 0.13% | 115 |
|
|
2016
Q1 | $233K | Sell |
9,334
-4,279
| -31% | -$107K | 0.15% | 104 |
|
|
2015
Q4 | $433K | Hold |
13,613
| – | – | 0.31% | 71 |
|
|
2015
Q3 | $429K | Sell |
13,613
-623
| -4% | -$19.6K | 0.34% | 102 |
|
|
2015
Q2 | $552K | Hold |
14,236
| – | – | 0.41% | 94 |
|
|
2015
Q1 | $508K | Sell |
14,236
-280
| -2% | -$9.99K | 0.36% | 106 |
|
|
2014
Q4 | $563K | Sell |
14,516
-120
| -0.8% | -$4.65K | 0.39% | 102 |
|
|
2014
Q3 | $506K | Sell |
14,636
-1,870
| -11% | -$64.7K | 0.36% | 109 |
|
|
2014
Q2 | $534K | Sell |
16,506
-6,744
| -29% | -$218K | 0.38% | 111 |
|
|
2014
Q1 | $725K | Sell |
23,250
-10,072
| -30% | -$314K | 0.48% | 94 |
|
|
2013
Q4 | $1.05M | Sell |
33,322
-40,055
| -55% | -$1.26M | 0.54% | 56 |
|
|
2013
Q3 | $1.98M | Sell |
73,377
-9,658
| -12% | -$260K | 0.69% | 53 |
|
|
2013
Q2 | $2.03M | Buy |
+83,035
| New | +$2.03M | 0.71% | 52 |
|