Dorsey & Whitney Trust’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 | $2.13M | Buy |
15,156
+12
| +0.1% | +$1.69K | 0.11% | 159 |
|
|
2025
Q1 | $1.77M | Buy |
15,144
+438
| +3% | +$51.1K | 0.1% | 182 |
|
|
2024
Q4 | $1.85M | Sell |
14,706
-2,435
| -14% | -$306K | 0.1% | 174 |
|
|
2024
Q3 | $1.79M | Buy |
17,141
+3,377
| +25% | +$352K | 0.1% | 174 |
|
|
2024
Q2 | $1.34M | Buy |
13,764
+716
| +5% | +$69.6K | 0.09% | 181 |
|
|
2024
Q1 | $1.23M | Buy |
13,048
+345
| +3% | +$32.5K | 0.08% | 195 |
|
|
2023
Q4 | $1.18M | Buy |
12,703
+1,601
| +14% | +$149K | 0.09% | 196 |
|
|
2023
Q3 | $907K | Sell |
11,102
-308
| -3% | -$25.2K | 0.08% | 210 |
|
|
2023
Q2 | $974K | Sell |
11,410
-616
| -5% | -$52.6K | 0.08% | 208 |
|
|
2023
Q1 | $1.06M | Sell |
12,026
-1,243
| -9% | -$109K | 0.1% | 192 |
|
|
2022
Q4 | $1.12M | Buy |
13,269
+542
| +4% | +$45.9K | 0.11% | 171 |
|
|
2022
Q3 | $1.01M | Buy |
12,727
+103
| +0.8% | +$8.15K | 0.11% | 182 |
|
|
2022
Q2 | $961K | Sell |
12,624
-190
| -1% | -$14.5K | 0.1% | 190 |
|
|
2022
Q1 | $1.12M | Sell |
12,814
-205
| -2% | -$17.9K | 0.1% | 181 |
|
|
2021
Q4 | $1.28M | Buy |
13,019
+478
| +4% | +$46.8K | 0.11% | 171 |
|
|
2021
Q3 | $1.22M | Sell |
12,541
-22
| -0.2% | -$2.14K | 0.11% | 163 |
|
|
2021
Q2 | $1.15M | Buy |
12,563
+173
| +1% | +$15.9K | 0.11% | 175 |
|
|
2021
Q1 | $963K | Buy |
12,390
+249
| +2% | +$19.4K | 0.1% | 191 |
|
|
2020
Q4 | $833K | Buy |
12,141
+5,097
| +72% | +$350K | 0.1% | 180 |
|
|
2020
Q3 | $341K | Sell |
7,044
-397
| -5% | -$19.2K | 0.05% | 274 |
|
|
2020
Q2 | $359K | Sell |
7,441
-1,677
| -18% | -$80.9K | 0.05% | 268 |
|
|
2020
Q1 | $309K | Sell |
9,118
-68
| -0.7% | -$2.3K | 0.05% | 265 |
|
|
2019
Q4 | $471K | Buy |
9,186
+580
| +7% | +$29.7K | 0.06% | 236 |
|
|
2019
Q3 | $367K | Buy |
8,606
+1,728
| +25% | +$73.7K | 0.05% | 267 |
|
|
2019
Q2 | $301K | Buy |
6,878
+66
| +1% | +$2.89K | 0.05% | 290 |
|
|
2019
Q1 | $288K | Sell |
6,812
-411
| -6% | -$17.4K | 0.05% | 291 |
|
|
2018
Q4 | $287K | Buy |
7,223
+476
| +7% | +$18.9K | 0.05% | 266 |
|
|
2018
Q3 | $315K | Buy |
6,747
+87
| +1% | +$4.06K | 0.05% | 271 |
|
|
2018
Q2 | $315K | Buy |
6,660
+186
| +3% | +$8.8K | 0.05% | 247 |
|
|
2018
Q1 | $349K | Sell |
6,474
-59
| -0.9% | -$3.18K | 0.06% | 221 |
|
|
2017
Q4 | $343K | Sell |
6,533
-40
| -0.6% | -$2.1K | 0.06% | 212 |
|
|
2017
Q3 | $317K | Buy |
6,573
+245
| +4% | +$11.8K | 0.06% | 218 |
|
|
2017
Q2 | $282K | Hold |
6,328
| – | – | 0.06% | 245 |
|
|
2017
Q1 | $272K | Hold |
6,328
| – | – | 0.06% | 243 |
|
|
2016
Q4 | $268K | Hold |
6,328
| – | – | 0.06% | 214 |
|
|
2016
Q3 | $203K | Buy |
+6,328
| New | +$203K | 0.05% | 270 |
|