Dorsey & Whitney Trust’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 | $2.34M | Sell |
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|
2025
Q2 | $2.13M | Buy |
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|
2025
Q1 | $1.77M | Buy |
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|
2024
Q4 | $1.85M | Sell |
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|
2024
Q3 | $1.79M | Buy |
|
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|
2024
Q2 | $1.34M | Buy |
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|
2024
Q1 | $1.23M | Buy |
|
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | $907K | Sell |
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|
2023
Q2 | $974K | Sell |
|
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $961K | Sell |
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|
2022
Q1 | $1.12M | Sell |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $1.22M | Sell |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $963K | Buy |
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|
2020
Q4 | $833K | Buy |
|
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|
2020
Q3 | $341K | Sell |
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|
2020
Q2 | $359K | Sell |
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|
2020
Q1 | $309K | Sell |
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|
2019
Q4 | $471K | Buy |
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|
2019
Q3 | $367K | Buy |
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|
2019
Q2 | $301K | Buy |
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|
2019
Q1 | $288K | Sell |
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|
2018
Q4 | $287K | Buy |
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|
2018
Q3 | $315K | Buy |
|
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|
2018
Q2 | $315K | Buy |
|
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|
2018
Q1 | $349K | Sell |
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|
2017
Q4 | $343K | Sell |
|
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|
2017
Q3 | $317K | Buy |
|
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|
2017
Q2 | $282K | Hold |
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|
2017
Q1 | $272K | Hold |
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|
2016
Q4 | $268K | Hold |
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|
2016
Q3 | $203K | Buy |
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