Ipswich 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $441K | Hold |
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|
2025
Q2 | $391K | Sell |
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|
2025
Q1 | $333K | Hold |
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|
2024
Q4 | $359K | Hold |
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|
2024
Q3 | $297K | Sell |
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|
2024
Q2 | $277K | Sell |
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|
2024
Q1 | $270K | Hold |
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|
2023
Q4 | $267K | Hold |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $253K | Sell |
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|
2023
Q1 | $269K | Hold |
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|
2022
Q4 | $261K | Hold |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $278K | Sell |
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|
2022
Q1 | $406K | Buy |
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|
2021
Q4 | $445K | Sell |
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|
2021
Q3 | $460K | Buy |
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|
2021
Q2 | $406K | Hold |
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|
2021
Q1 | $344K | Buy |
|