Community Bank of Raymore’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 | $482K | Hold |
3,420
| – | – | 0.36% | 50 |
|
2025
Q1 | $399K | Hold |
3,420
| – | – | 0.32% | 52 |
|
2024
Q4 | $430K | Hold |
3,420
| – | – | 0.34% | 52 |
|
2024
Q3 | $357K | Hold |
3,420
| – | – | 0.27% | 58 |
|
2024
Q2 | $332K | Sell |
3,420
-23,520
| -87% | -$2.29M | 0.26% | 55 |
|
2024
Q1 | $2.54M | Hold |
26,940
| – | – | 1.19% | 24 |
|
2023
Q4 | $2.51M | Hold |
26,940
| – | – | 1.11% | 28 |
|
2023
Q3 | $2.2M | Buy |
26,940
+1,670
| +7% | +$136K | 1.02% | 29 |
|
2023
Q2 | $2.16M | Buy |
25,270
+5,980
| +31% | +$511K | 0.93% | 32 |
|
2023
Q1 | $1.69M | Buy |
19,290
+12,750
| +195% | +$1.12M | 0.65% | 34 |
|
2022
Q4 | $556K | Hold |
6,540
| – | – | 0.2% | 52 |
|
2022
Q3 | $517K | Hold |
6,540
| – | – | 0.18% | 41 |
|
2022
Q2 | $497K | Hold |
6,540
| – | – | 0.15% | 40 |
|
2022
Q1 | $572K | Hold |
6,540
| – | – | 0.16% | 39 |
|
2021
Q4 | $642K | Hold |
6,540
| – | – | 0.28% | 29 |
|
2021
Q3 | $637K | Hold |
6,540
| – | – | 0.19% | 38 |
|
2021
Q2 | $600K | Hold |
6,540
| – | – | 0.19% | 38 |
|
2021
Q1 | $508K | Hold |
6,540
| – | – | 0.17% | 39 |
|
2020
Q4 | $448K | Hold |
6,540
| – | – | 0.17% | 39 |
|
2020
Q3 | $316K | Hold |
6,540
| – | – | 0.14% | 42 |
|
2020
Q2 | $316K | Hold |
6,540
| – | – | 0.15% | 43 |
|
2020
Q1 | $222K | Hold |
6,540
| – | – | 0.12% | 45 |
|
2019
Q4 | $334K | Hold |
6,540
| – | – | 0.11% | 44 |
|
2019
Q3 | $279K | Hold |
6,540
| – | – | 0.1% | 46 |
|
2019
Q2 | $287K | Hold |
6,540
| – | – | 0.09% | 46 |
|
2019
Q1 | $276K | Hold |
6,540
| – | – | 0.09% | 48 |
|
2018
Q4 | $260K | Hold |
6,540
| – | – | 0.09% | 46 |
|
2018
Q3 | $304K | Hold |
6,540
| – | – | 0.1% | 45 |
|
2018
Q2 | $310K | Hold |
6,540
| – | – | 0.11% | 40 |
|
2018
Q1 | $353K | Hold |
6,540
| – | – | 0.14% | 36 |
|
2017
Q4 | $343K | Hold |
6,540
| – | – | 0.13% | 39 |
|
2017
Q3 | $315K | Hold |
6,540
| – | – | 0.12% | 39 |
|
2017
Q2 | $291K | Hold |
6,540
| – | – | 0.11% | 40 |
|
2017
Q1 | $281K | Hold |
6,540
| – | – | 0.11% | 39 |
|
2016
Q4 | $276K | Hold |
6,540
| – | – | 0.11% | 42 |
|
2016
Q3 | $210K | Buy |
+6,540
| New | +$210K | 0.09% | 47 |
|