CD
Chapin Davis’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $724K | Sell |
5,140
-391
| -7% | -$55.1K | 0.2% | 106 |
|
|
2025
Q1 | $645K | Sell |
5,531
-53
| -0.9% | -$6.18K | 0.22% | 97 |
|
|
2024
Q4 | $582K | Hold |
5,584
| – | – | 0.19% | 116 |
|
|
2024
Q3 | $582K | Sell |
5,584
-91
| -2% | -$9.48K | 0.19% | 117 |
|
|
2024
Q2 | $552K | Sell |
5,675
-139
| -2% | -$13.5K | 0.19% | 120 |
|
|
2024
Q1 | $547K | Sell |
5,814
-204
| -3% | -$19.2K | 0.2% | 119 |
|
|
2023
Q4 | $561K | Buy |
6,018
+32
| +0.5% | +$2.98K | 0.24% | 108 |
|
|
2023
Q3 | $489K | Sell |
5,986
-25
| -0.4% | -$2.04K | 0.23% | 106 |
|
|
2023
Q2 | $513K | Buy |
6,011
+57
| +1% | +$4.87K | 0.24% | 111 |
|
|
2023
Q1 | $523K | Sell |
5,954
-260
| -4% | -$22.8K | 0.27% | 105 |
|
|
2022
Q4 | $528K | Buy |
+6,214
| New | +$528K | 0.31% | 91 |
|