Boston Trust Walden’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 | $28.5M | Buy |
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|
2025
Q2 | $20.9M | Buy |
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|
2025
Q1 | $283K | Hold |
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|
2024
Q4 | $305K | Hold |
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|
2024
Q3 | $253K | Hold |
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|
2024
Q2 | $235K | Hold |
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|
2024
Q1 | $228K | Hold |
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|
2023
Q4 | $226K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $207K | Hold |
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|
2023
Q1 | $213K | Hold |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Hold |
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|
2021
Q4 | $238K | Hold |
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|
2021
Q3 | $236K | Hold |
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|
2021
Q2 | $222K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $266K | Buy |
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|
2019
Q3 | $217K | Hold |
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|
2019
Q2 | $223K | Hold |
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|
2019
Q1 | $215K | Sell |
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|
2018
Q4 | $209K | Hold |
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|
2018
Q3 | $246K | Hold |
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|
2018
Q2 | $250K | Hold |
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|
2018
Q1 | $285K | Buy |
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