Morgan Stanley’s CB Financial Services CBFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Buy |
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|
2025
Q1 | $296K | Buy |
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|
2024
Q4 | $234K | Buy |
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|
2024
Q3 | $203K | Sell |
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|
2024
Q2 | $209K | Buy |
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|
2024
Q1 | $136K | Sell |
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|
2023
Q4 | $294K | Buy |
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|
2023
Q3 | $140K | Sell |
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|
2023
Q2 | $141K | Sell |
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|
2023
Q1 | $173K | Sell |
|
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|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $280K | Buy |
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|
2022
Q1 | $273K | Sell |
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|
2021
Q4 | $282K | Sell |
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|
2021
Q3 | $302K | Sell |
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|
2021
Q2 | $369K | Buy |
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|
2021
Q1 | $291K | Sell |
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|
2020
Q4 | $281K | Buy |
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|
2020
Q3 | $190K | Sell |
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|
2020
Q2 | $246K | Buy |
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|
2020
Q1 | $200K | Sell |
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|
2019
Q4 | $317K | Buy |
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|
2019
Q3 | $285K | Sell |
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|
2019
Q2 | $415K | Buy |
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|
2019
Q1 | $122K | Sell |
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|
2018
Q4 | $341K | Sell |
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|
2018
Q3 | $437K | Sell |
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|
2018
Q2 | $498K | Buy |
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|
2018
Q1 | $73K | Buy |
|
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|
2017
Q4 | $65K | Buy |
|
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|
2017
Q3 | $43K | Sell |
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|
2017
Q2 | $67K | Buy |
|
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|
2017
Q1 | $47K | Buy |
|
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|
2016
Q4 | $38K | Hold |
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|
2016
Q3 | $34K | Hold |
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|
2016
Q2 | $31K | Sell |
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|
2016
Q1 | $29K | Buy |
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|
2015
Q4 | $34K | Buy |
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|
2015
Q3 | $31K | Sell |
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|
2015
Q2 | $29K | Sell |
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|
2015
Q1 | $542K | Buy |
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|
2014
Q4 | $3K | Buy |
|