Boston Trust Walden’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9M | Buy |
148,233
+145,810
| +6,018% | +$20.5M | 0.15% | 171 |
|
|
2025
Q1 | $283K | Hold |
2,423
| – | – | ﹤0.01% | 350 |
|
|
2024
Q4 | $305K | Hold |
2,423
| – | – | ﹤0.01% | 346 |
|
|
2024
Q3 | $253K | Hold |
2,423
| – | – | ﹤0.01% | 357 |
|
|
2024
Q2 | $235K | Hold |
2,423
| – | – | ﹤0.01% | 359 |
|
|
2024
Q1 | $228K | Hold |
2,423
| – | – | ﹤0.01% | 361 |
|
|
2023
Q4 | $226K | Buy |
+2,423
| New | +$226K | ﹤0.01% | 356 |
|
|
2023
Q3 | – | Sell |
-2,423
| Closed | -$207K | – | 368 |
|
|
2023
Q2 | $207K | Hold |
2,423
| – | – | ﹤0.01% | 362 |
|
|
2023
Q1 | $213K | Hold |
2,423
| – | – | ﹤0.01% | 359 |
|
|
2022
Q4 | $206K | Buy |
+2,423
| New | +$206K | ﹤0.01% | 359 |
|
|
2022
Q2 | – | Sell |
-2,423
| Closed | -$212K | – | 382 |
|
|
2022
Q1 | $212K | Hold |
2,423
| – | – | ﹤0.01% | 381 |
|
|
2021
Q4 | $238K | Hold |
2,423
| – | – | ﹤0.01% | 375 |
|
|
2021
Q3 | $236K | Hold |
2,423
| – | – | ﹤0.01% | 372 |
|
|
2021
Q2 | $222K | Buy |
+2,423
| New | +$222K | ﹤0.01% | 376 |
|
|
2020
Q1 | – | Sell |
-5,199
| Closed | -$266K | – | 368 |
|
|
2019
Q4 | $266K | Buy |
5,199
+116
| +2% | +$5.94K | ﹤0.01% | 360 |
|
|
2019
Q3 | $217K | Hold |
5,083
| – | – | ﹤0.01% | 369 |
|
|
2019
Q2 | $223K | Hold |
5,083
| – | – | ﹤0.01% | 370 |
|
|
2019
Q1 | $215K | Sell |
5,083
-200
| -4% | -$8.46K | ﹤0.01% | 374 |
|
|
2018
Q4 | $209K | Hold |
5,283
| – | – | ﹤0.01% | 366 |
|
|
2018
Q3 | $246K | Hold |
5,283
| – | – | ﹤0.01% | 363 |
|
|
2018
Q2 | $250K | Hold |
5,283
| – | – | ﹤0.01% | 365 |
|
|
2018
Q1 | $285K | Buy |
+5,283
| New | +$285K | ﹤0.01% | 365 |
|