Morgan Stanley’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127M | Buy |
2,224,430
+529
| +0% | +$30.1K | 0.01% | 1152 |
|
|
2025
Q1 | $126M | Sell |
2,223,901
-69,941
| -3% | -$3.98M | 0.01% | 1087 |
|
|
2024
Q4 | $141M | Buy |
2,293,842
+52,535
| +2% | +$3.24M | 0.01% | 1019 |
|
|
2024
Q3 | $130M | Sell |
2,241,307
-97,181
| -4% | -$5.64M | 0.01% | 1060 |
|
|
2024
Q2 | $110M | Buy |
2,338,488
+68,945
| +3% | +$3.25M | 0.01% | 1117 |
|
|
2024
Q1 | $109M | Sell |
2,269,543
-1,981,411
| -47% | -$95.2M | 0.01% | 1128 |
|
|
2023
Q4 | $222M | Buy |
4,250,954
+2,172,500
| +105% | +$113M | 0.01% | 1088 |
|
|
2023
Q3 | $87.7M | Buy |
2,078,454
+167,729
| +9% | +$7.08M | 0.01% | 1142 |
|
|
2023
Q2 | $89.6M | Buy |
1,910,725
+384,745
| +25% | +$18M | 0.01% | 1158 |
|
|
2023
Q1 | $80.1M | Buy |
1,525,980
+3,077
| +0.2% | +$162K | 0.01% | 1197 |
|
|
2022
Q4 | $95.9M | Buy |
1,522,903
+1,129,686
| +287% | +$71.1M | 0.01% | 1056 |
|
|
2022
Q3 | $23.6M | Buy |
393,217
+17,953
| +5% | +$1.08M | ﹤0.01% | 2018 |
|
|
2022
Q2 | $23.7M | Buy |
375,264
+100,133
| +36% | +$6.34M | ﹤0.01% | 2089 |
|
|
2022
Q1 | $19.3M | Buy |
275,131
+2,533
| +0.9% | +$178K | ﹤0.01% | 2158 |
|
|
2021
Q4 | $20.3M | Buy |
272,598
+6,617
| +2% | +$493K | ﹤0.01% | 2120 |
|
|
2021
Q3 | $18.2M | Buy |
265,981
+18,435
| +7% | +$1.26M | ﹤0.01% | 2190 |
|
|
2021
Q2 | $18.7M | Buy |
247,546
+42,739
| +21% | +$3.23M | ﹤0.01% | 2229 |
|
|
2021
Q1 | $15.7M | Sell |
204,807
-77,616
| -27% | -$5.95M | ﹤0.01% | 2171 |
|
|
2020
Q4 | $17.6M | Buy |
282,423
+78,393
| +38% | +$4.88M | ﹤0.01% | 1931 |
|
|
2020
Q3 | $11.1M | Sell |
204,030
-40,322
| -17% | -$2.2M | ﹤0.01% | 1937 |
|
|
2020
Q2 | $13.9M | Buy |
244,352
+44,678
| +22% | +$2.55M | ﹤0.01% | 1682 |
|
|
2020
Q1 | $11.7M | Sell |
199,674
-130,336
| -39% | -$7.66M | ﹤0.01% | 1657 |
|
|
2019
Q4 | $23.4M | Buy |
330,010
+79,641
| +32% | +$5.65M | 0.01% | 1524 |
|
|
2019
Q3 | $15.4M | Sell |
250,369
-75,655
| -23% | -$4.67M | ﹤0.01% | 1701 |
|
|
2019
Q2 | $21.5M | Buy |
326,024
+178,280
| +121% | +$11.7M | 0.01% | 1430 |
|
|
2019
Q1 | $8.83M | Sell |
147,744
-79,199
| -35% | -$4.73M | ﹤0.01% | 2155 |
|
|
2018
Q4 | $13.2M | Sell |
226,943
-33,885
| -13% | -$1.98M | ﹤0.01% | 1824 |
|
|
2018
Q3 | $15.9M | Buy |
260,828
+68,279
| +35% | +$4.17M | ﹤0.01% | 1901 |
|
|
2018
Q2 | $11.4M | Buy |
192,549
+726
| +0.4% | +$42.9K | ﹤0.01% | 2225 |
|
|
2018
Q1 | $10.3M | Buy |
191,823
+9,375
| +5% | +$502K | ﹤0.01% | 2314 |
|
|
2017
Q4 | $9.81M | Buy |
182,448
+49,075
| +37% | +$2.64M | ﹤0.01% | 2416 |
|
|
2017
Q3 | $7.37M | Buy |
133,373
+20,577
| +18% | +$1.14M | ﹤0.01% | 2582 |
|
|
2017
Q2 | $6.29M | Sell |
112,796
-13,688
| -11% | -$763K | ﹤0.01% | 2616 |
|
|
2017
Q1 | $6.95M | Sell |
126,484
-131,649
| -51% | -$7.24M | ﹤0.01% | 2540 |
|
|
2016
Q4 | $16M | Buy |
258,133
+181,693
| +238% | +$11.2M | 0.01% | 1759 |
|
|
2016
Q3 | $3.68M | Buy |
76,440
+15,214
| +25% | +$732K | ﹤0.01% | 2971 |
|
|
2016
Q2 | $2.52M | Buy |
61,226
+2,199
| +4% | +$90.3K | ﹤0.01% | 3242 |
|
|
2016
Q1 | $2.26M | Sell |
59,027
-3,220
| -5% | -$123K | ﹤0.01% | 3253 |
|
|
2015
Q4 | $2.49M | Sell |
62,247
-31,072
| -33% | -$1.24M | ﹤0.01% | 3306 |
|
|
2015
Q3 | $3.47M | Buy |
93,319
+28,844
| +45% | +$1.07M | ﹤0.01% | 2977 |
|
|
2015
Q2 | $2.44M | Sell |
64,475
-12,701
| -16% | -$480K | ﹤0.01% | 3437 |
|
|
2015
Q1 | $2.73M | Buy |
77,176
+15,026
| +24% | +$532K | ﹤0.01% | 3287 |
|
|
2014
Q4 | $2.37M | Sell |
62,150
-53,295
| -46% | -$2.03M | ﹤0.01% | 3414 |
|
|
2014
Q3 | $3.88M | Buy |
115,445
+3,572
| +3% | +$120K | ﹤0.01% | 2850 |
|
|
2014
Q2 | $4.05M | Buy |
111,873
+43,343
| +63% | +$1.57M | ﹤0.01% | 2858 |
|
|
2014
Q1 | $2.67M | Buy |
68,530
+10,412
| +18% | +$406K | ﹤0.01% | 3172 |
|
|
2013
Q4 | $2.31M | Sell |
58,118
-905
| -2% | -$35.9K | ﹤0.01% | 3283 |
|
|
2013
Q3 | $2.01M | Sell |
59,023
-3,496
| -6% | -$119K | ﹤0.01% | 3209 |
|
|
2013
Q2 | $1.93M | Buy |
+62,519
| New | +$1.93M | ﹤0.01% | 3182 |
|