Choate Investment Advisors’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 | $2.61M | Buy |
18,517
+7,522
| +68% | +$1.06M | 0.06% | 123 |
|
|
2025
Q1 | $1.28M | Sell |
10,995
-34
| -0.3% | -$3.97K | 0.03% | 165 |
|
|
2024
Q4 | $1.39M | Buy |
11,029
+1,128
| +11% | +$142K | 0.03% | 161 |
|
|
2024
Q3 | $1.03M | Buy |
9,901
+198
| +2% | +$20.6K | 0.03% | 195 |
|
|
2024
Q2 | $943K | Sell |
9,703
-172
| -2% | -$16.7K | 0.02% | 197 |
|
|
2024
Q1 | $930K | Sell |
9,875
-42
| -0.4% | -$3.96K | 0.03% | 206 |
|
|
2023
Q4 | $925K | Buy |
9,917
+249
| +3% | +$23.2K | 0.03% | 192 |
|
|
2023
Q3 | $790K | Buy |
9,668
+1,923
| +25% | +$157K | 0.03% | 191 |
|
|
2023
Q2 | $661K | Buy |
7,745
+4,779
| +161% | +$408K | 0.03% | 180 |
|
|
2023
Q1 | $260K | Hold |
2,966
| – | – | 0.01% | 233 |
|
|
2022
Q4 | $252K | Sell |
2,966
-81
| -3% | -$6.89K | 0.02% | 236 |
|
|
2022
Q3 | $241K | Sell |
3,047
-500
| -14% | -$39.5K | 0.02% | 222 |
|
|
2022
Q2 | $270K | Buy |
3,547
+508
| +17% | +$38.7K | 0.02% | 223 |
|
|
2022
Q1 | $266K | Sell |
3,039
-180
| -6% | -$15.8K | 0.01% | 261 |
|
|
2021
Q4 | $316K | Buy |
3,219
+159
| +5% | +$15.6K | 0.02% | 227 |
|
|
2021
Q3 | $298K | Sell |
3,060
-275
| -8% | -$26.8K | 0.02% | 223 |
|
|
2021
Q2 | $306K | Buy |
3,335
+464
| +16% | +$42.6K | 0.02% | 225 |
|
|
2021
Q1 | $223K | Buy |
+2,871
| New | +$223K | 0.01% | 242 |
|
|
2016
Q2 | – | Sell |
-9,018
| Closed | -$226K | – | 243 |
|
|
2016
Q1 | $226K | Sell |
9,018
-2,320
| -20% | -$58K | 0.02% | 229 |
|
|
2015
Q4 | $440K | Buy |
11,338
+1,364
| +14% | +$52.9K | 0.03% | 180 |
|
|
2015
Q3 | $314K | Buy |
9,974
+41
| +0.4% | +$1.29K | 0.02% | 197 |
|
|
2015
Q2 | $385K | Sell |
9,933
-2,302
| -19% | -$89.3K | 0.02% | 185 |
|
|
2015
Q1 | $437K | Buy |
12,235
+897
| +8% | +$32K | 0.02% | 179 |
|
|
2014
Q4 | $440K | Buy |
11,338
+254
| +2% | +$9.86K | 0.03% | 181 |
|
|
2014
Q3 | $383K | Hold |
11,084
| – | – | 0.02% | 193 |
|
|
2014
Q2 | $358K | Sell |
11,084
-1,124
| -9% | -$36.3K | 0.02% | 209 |
|
|
2014
Q1 | $381K | Sell |
12,208
-495
| -4% | -$15.4K | 0.02% | 202 |
|
|
2013
Q4 | $398K | Sell |
12,703
-2,300
| -15% | -$72.1K | 0.03% | 198 |
|
|
2013
Q3 | $404K | Sell |
15,003
-25
| -0.2% | -$674 | 0.03% | 186 |
|
|
2013
Q2 | $367K | Buy |
+15,028
| New | +$367K | 0.03% | 191 |
|