Hunter Associates 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	$3.22M	Buy	19,581 +135	+0.7%	+$23.4K	0.43%	51
2025 Q4	$3.45M	Sell	19,446 -182	-0.9%	-$30.4K	0.46%	48
2025 Q3	$3.12M	Buy	19,628 +657	+3%	+$97K	0.43%	51
2025 Q2	$2.67M	Sell	18,971 -6,504	-26%	-$799K	0.4%	58
2025 Q1	$2.97M	Buy	25,475 +531	+2%	+$68.4K	0.46%	54
2024 Q4	$3.13M	Sell	24,944 -178	-0.7%	-$21.9K	0.48%	48
2024 Q3	$2.62M	Sell	25,122 -280	-1%	-$28.2K	0.41%	59
2024 Q2	$2.47M	Sell	25,402 -126	-0.5%	-$12K	0.42%	58
2024 Q1	$2.4M	Sell	25,528 -156	-0.6%	-$13.7K	0.4%	61
2023 Q4	$2.4M	Sell	25,684 -336	-1%	-$26.9K	0.44%	53
2023 Q3	$2.13M	Sell	26,020 -67	-0.3%	-$5.82K	0.43%	54
2023 Q2	$2.23M	Sell	26,087 -491	-2%	-$42K	0.44%	57
2023 Q1	$2.34M	Sell	26,578 -4,093	-13%	-$382K	0.5%	55
2022 Q4	$2.61M	Sell	30,671 -2,537	-8%	-$216K	0.63%	43
2022 Q3	$2.62M	Sell	33,208 -609	-2%	-$51.3K	0.68%	41
2022 Q2	$2.57M	Sell	33,817 -5,647	-14%	-$463K	0.63%	44
2022 Q1	$3.45M	Sell	39,464 -2,459	-6%	-$237K	1.11%	20
2021 Q4	$4.12M	Sell	41,923 -300	-0.7%	-$29.9K	1.18%	20
2021 Q3	$4.11M	Buy	42,223 +1,808	+4%	+$179K	1.32%	20
2021 Q2	$3.71M	Buy	40,415 +2,881	+8%	+$247K	1.15%	22
2021 Q1	$2.92M	Buy	+37,534	New	+$2.88M	0.67%	41