Grandfield & Dodd’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 | $516K | Buy |
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|
2025
Q2 | $429K | Buy |
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|
2025
Q1 | $355K | Buy |
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|
2024
Q4 | $382K | Buy |
|
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|
2024
Q3 | $316K | Sell |
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|
2024
Q2 | $337K | Buy |
|
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|
2024
Q1 | $267K | Sell |
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|
2023
Q4 | $316K | Sell |
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|
2023
Q3 | $337K | Hold |
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|
2023
Q2 | $353K | Hold |
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|
2023
Q1 | $362K | Hold |
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|
2022
Q4 | $351K | Sell |
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|
2022
Q3 | $330K | Sell |
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|
2022
Q2 | $340K | Sell |
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|
2022
Q1 | $410K | Buy |
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|
2021
Q4 | $390K | Buy |
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|
2021
Q3 | $380K | Buy |
|
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|
2021
Q2 | $350K | Sell |
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|
2021
Q1 | $300K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $248K | Hold |
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|
2014
Q1 | $239K | Hold |
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|
2013
Q4 | $240K | Hold |
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|
2013
Q3 | $206K | Buy |
|