Choate Investment Advisors’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 | $2.94M | Sell |
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|
2025
Q2 | $2.61M | Buy |
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|
2025
Q1 | $1.28M | Sell |
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|
2024
Q4 | $1.39M | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $943K | Sell |
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|
2024
Q1 | $930K | Sell |
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|
2023
Q4 | $925K | Buy |
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|
2023
Q3 | $790K | Buy |
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|
2023
Q2 | $661K | Buy |
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|
2023
Q1 | $260K | Hold |
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|
2022
Q4 | $252K | Sell |
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|
2022
Q3 | $241K | Sell |
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|
2022
Q2 | $270K | Buy |
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|
2022
Q1 | $266K | Sell |
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|
2021
Q4 | $316K | Buy |
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|
2021
Q3 | $298K | Sell |
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|
2021
Q2 | $306K | Buy |
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|
2021
Q1 | $223K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $226K | Sell |
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|
2015
Q4 | $440K | Buy |
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|
2015
Q3 | $314K | Buy |
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|
2015
Q2 | $385K | Sell |
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|
2015
Q1 | $437K | Buy |
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|
2014
Q4 | $440K | Buy |
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|
2014
Q3 | $383K | Hold |
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|
2014
Q2 | $358K | Sell |
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|
2014
Q1 | $381K | Sell |
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|
2013
Q4 | $398K | Sell |
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|
2013
Q3 | $404K | Sell |
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|
2013
Q2 | $367K | Buy |
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