Douglass Winthrop 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 | $835K | Sell |
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|
2025
Q2 | $776K | Hold |
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|
2025
Q1 | $643K | Buy |
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|
2024
Q4 | $687K | Sell |
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|
2024
Q3 | $574K | Sell |
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|
2024
Q2 | $548K | Buy |
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|
2024
Q1 | $514K | Sell |
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|
2023
Q4 | $608K | Buy |
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|
2023
Q3 | $504K | Sell |
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|
2023
Q2 | $575K | Buy |
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|
2023
Q1 | $502K | Buy |
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|
2022
Q4 | $486K | Sell |
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|
2022
Q3 | $515K | Buy |
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|
2022
Q2 | $495K | Buy |
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|
2022
Q1 | $568K | Buy |
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|
2021
Q4 | $638K | Buy |
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|
2021
Q3 | $632K | Buy |
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|
2021
Q2 | $595K | Buy |
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|
2021
Q1 | $504K | Buy |
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|
2020
Q4 | $424K | Buy |
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|
2020
Q3 | $260K | Buy |
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|
2020
Q2 | $260K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $268K | Buy |
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|
2019
Q3 | $223K | Buy |
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|
2019
Q2 | $229K | Hold |
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|
2019
Q1 | $221K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $222K | Sell |
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|
2018
Q2 | $2.57M | Sell |
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|
2018
Q1 | $3.26M | Buy |
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|
2017
Q4 | $230K | Sell |
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|
2017
Q3 | $262K | Buy |
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