BB
Berkshire Bank’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
7,536
-423
| -5% | -$59.6K | 0.24% | 70 |
|
|
2025
Q1 | $929K | Sell |
7,959
-349
| -4% | -$40.7K | 0.23% | 72 |
|
|
2024
Q4 | $1.04M | Buy |
8,308
+1,241
| +18% | +$156K | 0.24% | 69 |
|
|
2024
Q3 | $737K | Buy |
7,067
+48
| +0.7% | +$5K | 0.17% | 83 |
|
|
2024
Q2 | $682K | Sell |
7,019
-907
| -11% | -$88.2K | 0.17% | 79 |
|
|
2024
Q1 | $746K | Buy |
7,926
+126
| +2% | +$11.9K | 0.19% | 83 |
|
|
2023
Q4 | $727K | Hold |
7,800
| – | – | 0.19% | 83 |
|
|
2023
Q3 | $637K | Buy |
7,800
+133
| +2% | +$10.9K | 0.18% | 82 |
|
|
2023
Q2 | $655K | Buy |
7,667
+84
| +1% | +$7.17K | 0.18% | 81 |
|
|
2023
Q1 | $666K | Sell |
7,583
-248
| -3% | -$21.8K | 0.2% | 81 |
|
|
2022
Q4 | $666K | Buy |
7,831
+174
| +2% | +$14.8K | 0.2% | 79 |
|
|
2022
Q3 | $605K | Buy |
7,657
+1,398
| +22% | +$110K | 0.19% | 81 |
|
|
2022
Q2 | $476K | Buy |
6,259
+394
| +7% | +$30K | 0.14% | 91 |
|
|
2022
Q1 | $513K | Buy |
5,865
+1,214
| +26% | +$106K | 0.12% | 91 |
|
|
2021
Q4 | $457K | Buy |
4,651
+997
| +27% | +$98K | 0.1% | 100 |
|
|
2021
Q3 | $356K | Sell |
3,654
-61
| -2% | -$5.94K | 0.09% | 108 |
|
|
2021
Q2 | $340K | Buy |
3,715
+40
| +1% | +$3.66K | 0.08% | 113 |
|
|
2021
Q1 | $285K | Hold |
3,675
| – | – | 0.07% | 112 |
|
|
2020
Q4 | $252K | Sell |
3,675
-543
| -13% | -$37.2K | 0.06% | 116 |
|
|
2020
Q3 | $204K | Buy |
+4,218
| New | +$204K | 0.05% | 127 |
|