F.L. Putnam Investment Management’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 | $12.4M | Buy |
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|
2025
Q2 | $10M | Sell |
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|
2025
Q1 | $10.3M | Buy |
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|
2024
Q4 | $9.57M | Buy |
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|
2024
Q3 | $7.67M | Buy |
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|
2024
Q2 | $6.5M | Buy |
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|
2024
Q1 | $6.18M | Sell |
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|
2023
Q4 | $6.18M | Sell |
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|
2023
Q3 | $9.26M | Buy |
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|
2023
Q2 | $9.27M | Sell |
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|
2023
Q1 | $10M | Buy |
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|
2022
Q4 | $9.49M | Buy |
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|
2022
Q3 | $8.32M | Buy |
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|
2022
Q2 | $7.74M | Sell |
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|
2022
Q1 | $9.57M | Buy |
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|
2021
Q4 | $10M | Buy |
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|
2021
Q3 | $9.88M | Sell |
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|
2021
Q2 | $9.34M | Buy |
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|
2021
Q1 | $7.04M | Buy |
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|
2020
Q4 | $4.49M | Buy |
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|
2020
Q3 | $857K | Buy |
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|
2020
Q2 | $853K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.78M | Sell |
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|
2019
Q1 | $1.75M | Buy |
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|
2018
Q4 | $1.64M | Sell |
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|
2018
Q3 | $3.16M | Sell |
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|
2018
Q2 | $3.22M | Sell |
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|
2018
Q1 | $3.71M | Sell |
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|
2017
Q4 | $3.62M | Buy |
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|
2017
Q3 | $3.09M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $6.41M | Sell |
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|
2015
Q4 | $16.9M | Buy |
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|
2015
Q3 | $15.9M | Sell |
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|
2015
Q2 | $20.3M | Sell |
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|
2015
Q1 | $19.8M | Sell |
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|
2014
Q4 | $21.8M | Buy |
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|
2014
Q3 | $18.7M | Buy |
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|
2014
Q2 | $16.7M | Sell |
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|
2014
Q1 | $16.6M | Buy |
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|
2013
Q4 | $15.6M | Buy |
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|
2013
Q3 | $12M | Buy |
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|
2013
Q2 | $5.75M | Buy |
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