Hanson & Doremus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $160K | Buy |
975
+95
| +11% | +$16.4K | 0.02% | 215 |
|
|
2025
Q4 | $156K | Buy |
880
+3
| +0.3% | +$500 | 0.02% | 220 |
|
|
2025
Q3 | $139K | Buy |
877
+66
| +8% | +$9.75K | 0.02% | 231 |
|
|
2025
Q2 | $114K | Hold |
811
| – | – | 0.02% | 250 |
|
|
2025
Q1 | $95K | Hold |
811
| – | – | 0.01% | 264 |
|
|
2024
Q4 | $102K | Sell |
811
-66
| -8% | -$8.13K | 0.02% | 243 |
|
|
2024
Q3 | $91K | Hold |
877
| – | – | 0.01% | 249 |
|
|
2024
Q2 | $85K | Sell |
877
-148
| -14% | -$14.1K | 0.01% | 255 |
|
|
2024
Q1 | $97K | Sell |
1,025
-161
| -14% | -$14.2K | 0.02% | 247 |
|
|
2023
Q4 | $111K | Hold |
1,186
| – | – | 0.02% | 231 |
|
|
2023
Q3 | $97K | Hold |
1,186
| – | – | 0.02% | 236 |
|
|
2023
Q2 | $101K | Buy |
1,186
+61
| +5% | +$5.22K | 0.02% | 231 |
|
|
2023
Q1 | $99K | Sell |
1,125
-139
| -11% | -$13K | 0.02% | 233 |
|
|
2022
Q4 | $107K | Buy |
1,264
+139
| +12% | +$11.8K | 0.02% | 228 |
|
|
2022
Q3 | $89K | Buy |
1,125
+161
| +17% | +$13.6K | 0.02% | 241 |
|
|
2022
Q2 | $73K | Buy |
964
+129
| +15% | +$10.6K | 0.02% | 268 |
|
|
2022
Q1 | $73K | Buy |
835
+141
| +20% | +$13.6K | 0.02% | 281 |
|
|
2021
Q4 | $68K | Buy |
694
+375
| +118% | +$37.4K | 0.01% | 285 |
|
|
2021
Q3 | $31K | Buy |
319
+7
| +2% | +$694 | 0.01% | 332 |
|
|
2021
Q2 | $15K | Sell |
312
-7
| -2% | -$600 | ﹤0.01% | 342 |
|
|
2021
Q1 | $25K | Buy |
319
+7
| +2% | +$536 | 0.01% | 354 |
|
|
2020
Q4 | $21K | Hold |
312
| – | – | 0.01% | 350 |
|
|
2020
Q3 | $15K | Hold |
312
| – | – | ﹤0.01% | 342 |
|
|
2020
Q2 | $15K | Hold |
312
| – | – | ﹤0.01% | 356 |
|
|
2020
Q1 | $11K | Hold |
312
| – | – | ﹤0.01% | 386 |
|
|
2019
Q4 | $16K | Hold |
312
| – | – | ﹤0.01% | 389 |
|
|
2019
Q3 | $13K | Buy |
+312
| New | +$13.3K | ﹤0.01% | 394 |
|
|
2018
Q4 | – | Sell |
-1,475
| Closed | -$69K | – | 453 |
|
|
2018
Q3 | $69K | Hold |
1,475
| – | – | 0.02% | 256 |
|
|
2018
Q2 | $70K | Hold |
1,475
| – | – | 0.02% | 261 |
|
|
2018
Q1 | $80K | Buy |
+1,475
| New | +$81.6K | 0.02% | 258 |
|
Other funds holding MS
VCM
VPM
