Essex Savings Bank’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 | $452K | Sell |
3,209
-84
| -3% | -$11.8K | 0.11% | 168 |
|
|
2025
Q1 | $384K | Sell |
3,293
-100
| -3% | -$11.7K | 0.09% | 182 |
|
|
2024
Q4 | $427K | Buy |
3,393
+263
| +8% | +$33.1K | 0.11% | 165 |
|
|
2024
Q3 | $326K | Sell |
3,130
-62
| -2% | -$6.46K | 0.08% | 204 |
|
|
2024
Q2 | $310K | Sell |
3,192
-758
| -19% | -$73.7K | 0.08% | 187 |
|
|
2024
Q1 | $368K | Hold |
3,950
| – | – | 0.11% | 165 |
|
|
2023
Q4 | $368K | Buy |
+3,950
| New | +$368K | 0.11% | 164 |
|
|
2022
Q1 | – | Sell |
-2,239
| Closed | -$220K | – | 232 |
|
|
2021
Q4 | $220K | Sell |
2,239
-50
| -2% | -$4.91K | 0.07% | 206 |
|
|
2021
Q3 | $239K | Sell |
2,289
-61
| -3% | -$6.37K | 0.09% | 190 |
|
|
2021
Q2 | $214K | Buy |
+2,350
| New | +$214K | 0.08% | 203 |
|