EFS
Essex Financial Services’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Buy |
6,903
+1,603
| +30% | +$226K | 0.06% | 258 |
|
|
2025
Q1 | $618K | Sell |
5,300
-495
| -9% | -$57.8K | 0.04% | 335 |
|
|
2024
Q4 | $729K | Sell |
5,795
-5
| -0.1% | -$629 | 0.05% | 300 |
|
|
2024
Q3 | $686K | Sell |
5,800
-28
| -0.5% | -$3.31K | 0.05% | 314 |
|
|
2024
Q2 | $551K | Sell |
5,828
-224
| -4% | -$21.2K | 0.04% | 356 |
|
|
2024
Q1 | $570K | Sell |
6,052
-134
| -2% | -$12.6K | 0.05% | 303 |
|
|
2023
Q4 | $577K | Buy |
6,186
+399
| +7% | +$37.2K | 0.06% | 277 |
|
|
2023
Q3 | $473K | Buy |
5,787
+82
| +1% | +$6.7K | 0.05% | 287 |
|
|
2023
Q2 | $487K | Sell |
5,705
-2,232
| -28% | -$191K | 0.06% | 286 |
|
|
2023
Q1 | $697K | Sell |
7,937
-49
| -0.6% | -$4.3K | 0.07% | 239 |
|
|
2022
Q4 | $678K | Sell |
7,986
-356
| -4% | -$30.2K | 0.07% | 228 |
|
|
2022
Q3 | $659K | Sell |
8,342
-349
| -4% | -$27.6K | 0.08% | 220 |
|
|
2022
Q2 | $661K | Sell |
8,691
-20,217
| -70% | -$1.54M | 0.07% | 233 |
|
|
2022
Q1 | $2.53M | Sell |
28,908
-40,116
| -58% | -$3.51M | 0.24% | 98 |
|
|
2021
Q4 | $6.78M | Buy |
69,024
+52,490
| +317% | +$5.15M | 0.67% | 35 |
|
|
2021
Q3 | $1.61M | Buy |
16,534
+12,036
| +268% | +$1.17M | 0.18% | 129 |
|
|
2021
Q2 | $349K | Hold |
4,498
| – | – | 0.05% | 291 |
|
|
2021
Q1 | $349K | Buy |
4,498
+905
| +25% | +$70.2K | 0.06% | 237 |
|
|
2020
Q4 | $249K | Buy |
+3,593
| New | +$249K | 0.05% | 275 |
|
|
2020
Q1 | – | Sell |
-4,056
| Closed | -$207K | – | 265 |
|
|
2019
Q4 | $207K | Buy |
+4,056
| New | +$207K | 0.06% | 249 |
|
|
2019
Q3 | – | Sell |
-5,058
| Closed | -$222K | – | 258 |
|
|
2019
Q2 | $222K | Sell |
5,058
-1,100
| -18% | -$48.3K | 0.07% | 216 |
|
|
2019
Q1 | $260K | Sell |
6,158
-1,526
| -20% | -$64.4K | 0.08% | 193 |
|
|
2018
Q4 | $305K | Sell |
7,684
-3,368
| -30% | -$134K | 0.09% | 175 |
|
|
2018
Q3 | $515K | Sell |
11,052
-1,876
| -15% | -$87.4K | 0.11% | 155 |
|
|
2018
Q2 | $613K | Sell |
12,928
-200
| -2% | -$9.48K | 0.15% | 136 |
|
|
2018
Q1 | $708K | Sell |
13,128
-395
| -3% | -$21.3K | 0.14% | 159 |
|
|
2017
Q4 | $710K | Sell |
13,523
-1,069
| -7% | -$56.1K | 0.17% | 123 |
|
|
2017
Q3 | $703K | Buy |
14,592
+335
| +2% | +$16.1K | 0.17% | 122 |
|
|
2017
Q2 | $635K | Buy |
14,257
+3,350
| +31% | +$149K | 0.13% | 161 |
|
|
2017
Q1 | $467K | Sell |
10,907
-3,250
| -23% | -$139K | 0.11% | 183 |
|
|
2016
Q4 | $598K | Buy |
14,157
+357
| +3% | +$15.1K | 0.13% | 156 |
|
|
2016
Q3 | $444K | Buy |
13,800
+295
| +2% | +$9.49K | 0.11% | 179 |
|
|
2016
Q2 | $351K | Hold |
13,505
| – | – | 0.08% | 217 |
|
|
2016
Q1 | $338K | Buy |
13,505
+4,159
| +45% | +$104K | 0.08% | 219 |
|
|
2015
Q4 | $297K | Buy |
+9,346
| New | +$297K | 0.07% | 235 |
|
|
2015
Q1 | – | Sell |
-5,795
| Closed | -$225K | – | 334 |
|
|
2014
Q4 | $225K | Buy |
+5,795
| New | +$225K | 0.06% | 284 |
|