Berkshire 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
Q2 | $1.06M | Sell |
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|
2025
Q1 | $929K | Sell |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $737K | Buy |
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|
2024
Q2 | $682K | Sell |
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|
2024
Q1 | $746K | Buy |
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|
2023
Q4 | $727K | Hold |
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|
2023
Q3 | $637K | Buy |
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|
2023
Q2 | $655K | Buy |
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|
2023
Q1 | $666K | Sell |
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|
2022
Q4 | $666K | Buy |
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|
2022
Q3 | $605K | Buy |
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|
2022
Q2 | $476K | Buy |
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|
2022
Q1 | $513K | Buy |
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|
2021
Q4 | $457K | Buy |
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|
2021
Q3 | $356K | Sell |
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|
2021
Q2 | $340K | Buy |
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|
2021
Q1 | $285K | Hold |
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|
2020
Q4 | $252K | Sell |
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|
2020
Q3 | $204K | Buy |
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