Essex Financial Services’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
Q2 | $972K | Buy |
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|
2025
Q1 | $618K | Sell |
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|
2024
Q4 | $729K | Sell |
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|
2024
Q3 | $686K | Sell |
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|
2024
Q2 | $551K | Sell |
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|
2024
Q1 | $570K | Sell |
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|
2023
Q4 | $577K | Buy |
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|
2023
Q3 | $473K | Buy |
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|
2023
Q2 | $487K | Sell |
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|
2023
Q1 | $697K | Sell |
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|
2022
Q4 | $678K | Sell |
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|
2022
Q3 | $659K | Sell |
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|
2022
Q2 | $661K | Sell |
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|
2022
Q1 | $2.53M | Sell |
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|
2021
Q4 | $6.78M | Buy |
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|
2021
Q3 | $1.61M | Buy |
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|
2021
Q2 | $349K | Hold |
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|
2021
Q1 | $349K | Buy |
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|
2020
Q4 | $249K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $207K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $222K | Sell |
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|
2019
Q1 | $260K | Sell |
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|
2018
Q4 | $305K | Sell |
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|
2018
Q3 | $515K | Sell |
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|
2018
Q2 | $613K | Sell |
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|
2018
Q1 | $708K | Sell |
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|
2017
Q4 | $710K | Sell |
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|
2017
Q3 | $703K | Buy |
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|
2017
Q2 | $635K | Buy |
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|
2017
Q1 | $467K | Sell |
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|
2016
Q4 | $598K | Buy |
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|
2016
Q3 | $444K | Buy |
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|
2016
Q2 | $351K | Hold |
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|
2016
Q1 | $338K | Buy |
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|
2015
Q4 | $297K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $225K | Buy |
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