Burke & Herbert Bank & Trust’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 | $873K | Hold |
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|
2025
Q1 | $723K | Hold |
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|
2024
Q4 | $779K | Hold |
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|
2024
Q3 | $646K | Hold |
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|
2024
Q2 | $603K | Sell |
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|
2024
Q1 | $584K | Sell |
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|
2023
Q4 | $598K | Hold |
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|
2023
Q3 | $523K | Sell |
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|
2023
Q2 | $628K | Sell |
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|
2023
Q1 | $682K | Hold |
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|
2022
Q4 | $661K | Hold |
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|
2022
Q3 | $614K | Hold |
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|
2022
Q2 | $591K | Sell |
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|
2022
Q1 | $711K | Sell |
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|
2021
Q4 | $846K | Hold |
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|
2021
Q3 | $838K | Hold |
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|
2021
Q2 | $790K | Hold |
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|
2021
Q1 | $669K | Hold |
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|
2020
Q4 | $590K | Hold |
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|
2020
Q3 | $417K | Hold |
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|
2020
Q2 | $416K | Hold |
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|
2020
Q1 | $293K | Hold |
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|
2019
Q4 | $440K | Hold |
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|
2019
Q3 | $368K | Buy |
|
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $217K | Hold |
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|
2018
Q1 | $246K | Hold |
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|
2017
Q4 | $239K | Hold |
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|
2017
Q3 | $220K | Hold |
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|
2017
Q2 | $203K | Buy |
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|
2017
Q1 | – | Sell |
|
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|
2016
Q4 | $201K | Buy |
|