Moors & Cabot’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
Q2 | $603K | Sell |
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|
2025
Q1 | $544K | Sell |
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|
2024
Q4 | $594K | Buy |
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|
2024
Q3 | $485K | Sell |
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|
2024
Q2 | $580K | Sell |
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|
2024
Q1 | $618K | Sell |
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|
2023
Q4 | $818K | Buy |
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|
2023
Q3 | $651K | Sell |
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|
2023
Q2 | $882K | Buy |
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|
2023
Q1 | $830K | Sell |
|
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|
2022
Q4 | $1.12M | Sell |
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|
2022
Q3 | $1.3M | Sell |
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|
2022
Q2 | $2.1M | Buy |
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|
2022
Q1 | $2.2M | Buy |
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|
2021
Q4 | $1.69M | Buy |
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|
2021
Q3 | $1.5M | Sell |
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|
2021
Q2 | $1.48M | Buy |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $416K | Buy |
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|
2020
Q3 | $280K | Buy |
|