HM Payson & Co’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 | $1.38M | Buy |
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|
2025
Q2 | $1.2M | Buy |
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|
2025
Q1 | $938K | Buy |
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|
2024
Q4 | $912K | Sell |
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|
2024
Q3 | $762K | Buy |
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|
2024
Q2 | $571K | Sell |
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|
2024
Q1 | $574K | Sell |
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|
2023
Q4 | $608K | Sell |
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|
2023
Q3 | $565K | Hold |
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|
2023
Q2 | $591K | Sell |
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|
2023
Q1 | $628K | Hold |
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|
2022
Q4 | $608K | Buy |
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|
2022
Q3 | $556K | Hold |
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|
2022
Q2 | $535K | Hold |
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|
2022
Q1 | $615K | Sell |
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|
2021
Q4 | $694K | Buy |
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|
2021
Q3 | $511K | Buy |
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|
2021
Q2 | $449K | Sell |
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|
2021
Q1 | $384K | Sell |
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|
2020
Q4 | $351K | Buy |
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|
2020
Q3 | $197K | Sell |
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|
2020
Q2 | $236K | Hold |
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|
2020
Q1 | $166K | Sell |
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|
2019
Q4 | $352K | Hold |
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|
2019
Q3 | $294K | Sell |
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|
2019
Q2 | $311K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $321K | Sell |
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|
2018
Q2 | $371K | Buy |
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|
2018
Q1 | $403K | Buy |
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|
2017
Q4 | $343K | Hold |
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|
2017
Q3 | $315K | Sell |
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|
2017
Q2 | $332K | Buy |
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|
2017
Q1 | $315K | Buy |
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|
2016
Q4 | $310K | Buy |
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|
2016
Q3 | $215K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $218K | Hold |
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|
2015
Q3 | $215K | Hold |
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|
2015
Q2 | $265K | Buy |
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|
2015
Q1 | $241K | Sell |
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|
2014
Q4 | $267K | Buy |
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