Morgan Stanley’s Peoples Financial Services PFIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
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|
2025
Q1 | $1.26M | Sell |
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|
2024
Q4 | $1.91M | Sell |
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|
2024
Q3 | $2.08M | Buy |
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|
2024
Q2 | $918K | Sell |
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|
2024
Q1 | $901K | Sell |
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|
2023
Q4 | $2.38M | Buy |
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|
2023
Q3 | $591K | Sell |
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|
2023
Q2 | $668K | Buy |
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|
2023
Q1 | $621K | Buy |
|
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|
2022
Q4 | $742K | Buy |
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|
2022
Q3 | $647K | Sell |
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|
2022
Q2 | $792K | Buy |
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|
2022
Q1 | $593K | Buy |
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|
2021
Q4 | $598K | Buy |
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|
2021
Q3 | $501K | Buy |
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|
2021
Q2 | $459K | Buy |
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|
2021
Q1 | $436K | Sell |
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|
2020
Q4 | $812K | Buy |
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|
2020
Q3 | $600K | Sell |
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|
2020
Q2 | $714K | Buy |
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|
2020
Q1 | $473K | Sell |
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|
2019
Q4 | $1.01M | Buy |
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|
2019
Q3 | $644K | Buy |
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|
2019
Q2 | $428K | Sell |
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|
2019
Q1 | $609K | Sell |
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|
2018
Q4 | $1.06M | Buy |
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|
2018
Q3 | $885K | Sell |
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|
2018
Q2 | $1.13M | Sell |
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|
2018
Q1 | $1.14M | Buy |
|
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|
2017
Q4 | $1.05M | Buy |
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|
2017
Q3 | $901K | Buy |
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|
2017
Q2 | $611K | Sell |
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|
2017
Q1 | $615K | Sell |
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|
2016
Q4 | $1.22M | Buy |
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|
2016
Q3 | $276K | Buy |
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|
2016
Q2 | $217K | Sell |
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|
2016
Q1 | $223K | Buy |
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|
2015
Q4 | $210K | Buy |
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|
2015
Q3 | $170K | Buy |
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|
2015
Q2 | $153K | Buy |
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|
2015
Q1 | $71K | Buy |
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|
2014
Q4 | $45K | Buy |
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|
2014
Q3 | $41K | Sell |
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|
2014
Q2 | $123K | Buy |
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