GBT
Grove Bank & Trust’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
7,577
+159
| +2% | +$22.4K | 0.13% | 103 |
|
|
2025
Q1 | $865K | Buy |
7,418
+1,032
| +16% | +$120K | 0.12% | 113 |
|
|
2024
Q4 | $803K | Buy |
6,386
+398
| +7% | +$50K | 0.11% | 117 |
|
|
2024
Q3 | $624K | Sell |
5,988
-314
| -5% | -$32.7K | 0.09% | 142 |
|
|
2024
Q2 | $612K | Sell |
6,302
-19
| -0.3% | -$1.85K | 0.1% | 130 |
|
|
2024
Q1 | $595K | Sell |
6,321
-21
| -0.3% | -$1.98K | 0.1% | 131 |
|
|
2023
Q4 | $591K | Buy |
6,342
+4,019
| +173% | +$375K | 0.11% | 137 |
|
|
2023
Q3 | $190K | Buy |
2,323
+559
| +32% | +$45.7K | 0.04% | 215 |
|
|
2023
Q2 | $151K | Sell |
1,764
-21
| -1% | -$1.79K | 0.03% | 248 |
|
|
2023
Q1 | $157K | Buy |
1,785
+211
| +13% | +$18.5K | 0.03% | 237 |
|
|
2022
Q4 | $134K | Buy |
+1,574
| New | +$134K | 0.03% | 259 |
|
|
2018
Q1 | – | Sell |
-880
| Closed | -$46K | – | 347 |
|
|
2017
Q4 | $46K | Hold |
880
| – | – | 0.02% | 305 |
|
|
2017
Q3 | $42K | Hold |
880
| – | – | 0.02% | 318 |
|
|
2017
Q2 | $39K | Buy |
880
+435
| +98% | +$19.3K | 0.02% | 282 |
|
|
2017
Q1 | $19K | Hold |
445
| – | – | 0.02% | 304 |
|
|
2016
Q4 | $19K | Sell |
445
-555
| -56% | -$23.7K | 0.01% | 324 |
|
|
2016
Q3 | $32K | Buy |
+1,000
| New | +$32K | 0.03% | 172 |
|