Chapin Davis’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 | $800K | Sell |
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|
2025
Q2 | $724K | Sell |
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|
2025
Q1 | $645K | Sell |
|
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|
2024
Q4 | $582K | Hold |
|
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|
2024
Q3 | $582K | Sell |
|
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|
2024
Q2 | $552K | Sell |
|
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|
2024
Q1 | $547K | Sell |
|
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|
2023
Q4 | $561K | Buy |
|
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|
2023
Q3 | $489K | Sell |
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|
2023
Q2 | $513K | Buy |
|
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|
2023
Q1 | $523K | Sell |
|
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|
2022
Q4 | $528K | Buy |
|