Glenview Trust’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 | $6.98M | Buy |
49,570
+1,105
| +2% | +$156K | 0.12% | 126 |
|
|
2025
Q1 | $5.65M | Buy |
48,465
+672
| +1% | +$78.4K | 0.11% | 133 |
|
|
2024
Q4 | $6.01M | Sell |
47,793
-92
| -0.2% | -$11.6K | 0.11% | 126 |
|
|
2024
Q3 | $4.99M | Buy |
47,885
+12
| +0% | +$1.25K | 0.1% | 141 |
|
|
2024
Q2 | $4.65M | Sell |
47,873
-1,301
| -3% | -$126K | 0.09% | 136 |
|
|
2024
Q1 | $4.63M | Sell |
49,174
-8,127
| -14% | -$765K | 0.1% | 139 |
|
|
2023
Q4 | $5.34M | Sell |
57,301
-2,216
| -4% | -$207K | 0.13% | 121 |
|
|
2023
Q3 | $4.86M | Buy |
59,517
+849
| +1% | +$69.3K | 0.13% | 119 |
|
|
2023
Q2 | $5.01M | Sell |
58,668
-133
| -0.2% | -$11.4K | 0.14% | 119 |
|
|
2023
Q1 | $5.16M | Buy |
58,801
+1,172
| +2% | +$103K | 0.15% | 111 |
|
|
2022
Q4 | $4.9M | Sell |
57,629
-240
| -0.4% | -$20.4K | 0.16% | 109 |
|
|
2022
Q3 | $4.57M | Sell |
57,869
-193
| -0.3% | -$15.2K | 0.17% | 108 |
|
|
2022
Q2 | $4.42M | Sell |
58,062
-2,498
| -4% | -$190K | 0.16% | 106 |
|
|
2022
Q1 | $5.29M | Buy |
60,560
+787
| +1% | +$68.8K | 0.17% | 102 |
|
|
2021
Q4 | $5.87M | Sell |
59,773
-502
| -0.8% | -$49.3K | 0.19% | 99 |
|
|
2021
Q3 | $5.87M | Hold |
60,275
| – | – | 0.23% | 95 |
|
|
2021
Q2 | $5.53M | Buy |
60,275
+275
| +0.5% | +$25.2K | 0.21% | 97 |
|
|
2021
Q1 | $4.66M | Buy |
60,000
+3,880
| +7% | +$301K | 0.2% | 98 |
|
|
2020
Q4 | $3.85M | Sell |
56,120
-570
| -1% | -$39.1K | 0.18% | 103 |
|
|
2020
Q3 | $2.74M | Sell |
56,690
-1,790
| -3% | -$86.5K | 0.14% | 109 |
|
|
2020
Q2 | $2.83M | Sell |
58,480
-8,437
| -13% | -$408K | 0.16% | 104 |
|
|
2020
Q1 | $2.28M | Buy |
66,917
+59,715
| +829% | +$2.03M | 0.16% | 110 |
|
|
2019
Q4 | $368K | Sell |
7,202
-236
| -3% | -$12.1K | 0.02% | 273 |
|
|
2019
Q3 | $317K | Buy |
+7,438
| New | +$317K | 0.02% | 283 |
|