Essex Savings Bank’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 | $512K | Buy |
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|
2025
Q2 | $452K | Sell |
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|
2025
Q1 | $384K | Sell |
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|
2024
Q4 | $427K | Buy |
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|
2024
Q3 | $326K | Sell |
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|
2024
Q2 | $310K | Sell |
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|
2024
Q1 | $368K | Hold |
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|
2023
Q4 | $368K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $220K | Sell |
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|
2021
Q3 | $239K | Sell |
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|
2021
Q2 | $214K | Buy |
|