Charter Oak Capital Management’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 | $2.56M | Buy |
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|
2025
Q2 | $2.26M | Sell |
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|
2025
Q1 | $1.88M | Buy |
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|
2024
Q4 | $2.01M | Buy |
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|
2024
Q3 | $1.48M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.31M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $21K | Sell |
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|
2022
Q1 | $31K | Buy |
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|
2021
Q4 | $27K | Hold |
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|
2021
Q3 | $27K | Hold |
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|
2021
Q2 | $26K | Hold |
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|
2021
Q1 | $22K | Hold |
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|
2020
Q4 | $19K | Buy |
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