Grove Bank & Trust’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 | $1.2M | Hold |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $865K | Buy |
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|
2024
Q4 | $803K | Buy |
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|
2024
Q3 | $624K | Sell |
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|
2024
Q2 | $612K | Sell |
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|
2024
Q1 | $595K | Sell |
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|
2023
Q4 | $591K | Buy |
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|
2023
Q3 | $190K | Buy |
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|
2023
Q2 | $151K | Sell |
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|
2023
Q1 | $157K | Buy |
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|
2022
Q4 | $134K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $46K | Hold |
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|
2017
Q3 | $42K | Hold |
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|
2017
Q2 | $39K | Buy |
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|
2017
Q1 | $19K | Hold |
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|
2016
Q4 | $19K | Sell |
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|
2016
Q3 | $32K | Buy |
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