Laird Norton Wetherby Wealth 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 | $6.14M | Buy |
38,657
+1,044
| +3% | +$154K | 0.25% | 56 |
|
|
2025
Q2 | $5.3M | Buy |
+37,613
| New | +$4.62M | 0.24% | 69 |
|
|
2024
Q4 | $3.88M | Sell |
30,851
-1,112
| -3% | -$137K | 0.19% | 95 |
|
|
2024
Q3 | $3.33M | Sell |
31,963
-281
| -0.9% | -$28.3K | 0.15% | 119 |
|
|
2024
Q2 | $3.13M | Sell |
32,244
-269
| -0.8% | -$25.6K | 0.15% | 124 |
|
|
2024
Q1 | $3.06M | Sell |
32,513
-817
| -2% | -$71.9K | 0.15% | 131 |
|
|
2023
Q4 | $3.11M | Sell |
33,330
-2,691
| -7% | -$215K | 0.16% | 117 |
|
|
2023
Q3 | $2.94M | Sell |
36,021
-566
| -2% | -$49.1K | 0.17% | 119 |
|
|
2023
Q2 | $3.12M | Sell |
36,587
-911
| -2% | -$77.9K | 0.17% | 118 |
|
|
2023
Q1 | $3.29M | Buy |
37,498
+702
| +2% | +$65.5K | 0.19% | 104 |
|
|
2022
Q4 | $3.13M | Buy |
36,796
+505
| +1% | +$43K | 0.2% | 104 |
|
|
2022
Q3 | $2.87M | Buy |
36,291
+1,980
| +6% | +$167K | 0.2% | 99 |
|
|
2022
Q2 | $2.61M | Buy |
34,311
+1,671
| +5% | +$137K | 0.18% | 106 |
|
|
2022
Q1 | $2.85M | Sell |
32,640
-929
| -3% | -$89.6K | 0.16% | 112 |
|
|
2021
Q4 | $3.3M | Buy |
33,569
+464
| +1% | +$46.2K | 0.19% | 99 |
|
|
2021
Q3 | $3.22M | Buy |
33,105
+288
| +0.9% | +$28.5K | 0.2% | 98 |
|
|
2021
Q2 | $3.01M | Buy |
32,817
+855
| +3% | +$73.3K | 0.18% | 102 |
|
|
2021
Q1 | $2.48M | Buy |
31,962
+434
| +1% | +$33.3K | 0.19% | 100 |
|
|
2020
Q4 | $2.16M | Buy |
31,528
+5,100
| +19% | +$293K | 0.15% | 133 |
|
|
2020
Q3 | $1.28M | Sell |
26,428
-327
| -1% | -$16.5K | 0.11% | 173 |
|
|
2020
Q2 | $1.29M | Buy |
26,755
+1,049
| +4% | +$44.1K | 0.12% | 162 |
|
|
2020
Q1 | $874K | Buy |
25,706
+1,863
| +8% | +$87.7K | 0.1% | 214 |
|
|
2019
Q4 | $1.22M | Sell |
23,843
-872
| -4% | -$41.3K | 0.12% | 183 |
|
|
2019
Q3 | $1.05M | Sell |
24,715
-1,221
| -5% | -$52.2K | 0.11% | 206 |
|
|
2019
Q2 | $1.14M | Buy |
25,936
+602
| +2% | +$26.8K | 0.12% | 184 |
|
|
2019
Q1 | $1.07M | Buy |
25,334
+755
| +3% | +$31.8K | 0.13% | 174 |
|
|
2018
Q4 | $974K | Sell |
24,579
-2,842
| -10% | -$124K | 0.14% | 165 |
|
|
2018
Q3 | $1.28M | Buy |
27,421
+1,057
| +4% | +$51.6K | 0.16% | 141 |
|
|
2018
Q2 | $1.25M | Sell |
26,364
-1,431
| -5% | -$74.8K | 0.17% | 135 |
|
|
2018
Q1 | $1.5M | Sell |
27,795
-628
| -2% | -$34.8K | 0.21% | 102 |
|
|
2017
Q4 | $1.49M | Buy |
28,423
+2,663
| +10% | +$135K | 0.21% | 102 |
|
|
2017
Q3 | $1.24M | Buy |
25,760
+540
| +2% | +$25K | 0.18% | 121 |
|
|
2017
Q2 | $1.12M | Buy |
25,220
+435
| +2% | +$18.8K | 0.19% | 122 |
|
|
2017
Q1 | $1.06M | Sell |
24,785
-17
| -0.1% | -$754 | 0.19% | 116 |
|
|
2016
Q4 | $1.05M | Buy |
24,802
+91
| +0.4% | +$3.44K | 0.21% | 105 |
|
|
2016
Q3 | $793K | Buy |
24,711
+3,089
| +14% | +$92.1K | 0.16% | 158 |
|
|
2016
Q2 | $561K | Sell |
21,622
-3,886
| -15% | -$102K | 0.12% | 200 |
|
|
2016
Q1 | $638K | Buy |
25,508
+324
| +1% | +$8.27K | 0.15% | 157 |
|
|
2015
Q4 | $801K | Buy |
25,184
+5,213
| +26% | +$173K | 0.19% | 115 |
|
|
2015
Q3 | $629K | Buy |
19,971
+1,428
| +8% | +$52K | 0.16% | 140 |
|
|
2015
Q2 | $720K | Buy |
18,543
+913
| +5% | +$34.7K | 0.17% | 130 |
|
|
2015
Q1 | $629K | Buy |
17,630
+1,661
| +10% | +$59.6K | 0.15% | 155 |
|
|
2014
Q4 | $620K | Buy |
15,969
+1,534
| +11% | +$54.6K | 0.16% | 146 |
|
|
2014
Q3 | $499K | Buy |
14,435
+178
| +1% | +$5.93K | 0.14% | 180 |
|
|
2014
Q2 | $461K | Sell |
14,257
-998
| -7% | -$30.8K | 0.13% | 193 |
|
|
2014
Q1 | $476K | Sell |
15,255
-127
| -0.8% | -$3.92K | 0.14% | 186 |
|
|
2013
Q4 | $482K | Buy |
15,382
+846
| +6% | +$25.1K | 0.14% | 183 |
|
|
2013
Q3 | $392K | Buy |
14,536
+1,104
| +8% | +$29.6K | 0.12% | 210 |
|
|
2013
Q2 | $328K | Buy |
+13,432
| New | +$319K | 0.11% | 213 |
|
Other funds holding MS
