Morgan Stanley’s Peoples Financial Services PFIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
36,133
+7,800
| +28% | +$385K | ﹤0.01% | 4780 |
|
|
2025
Q1 | $1.26M | Sell |
28,333
-9,014
| -24% | -$401K | ﹤0.01% | 4895 |
|
|
2024
Q4 | $1.91M | Sell |
37,347
-6,943
| -16% | -$355K | ﹤0.01% | 4727 |
|
|
2024
Q3 | $2.08M | Buy |
44,290
+24,139
| +120% | +$1.13M | ﹤0.01% | 4623 |
|
|
2024
Q2 | $918K | Sell |
20,151
-742
| -4% | -$33.8K | ﹤0.01% | 5014 |
|
|
2024
Q1 | $901K | Sell |
20,893
-28,015
| -57% | -$1.21M | ﹤0.01% | 5012 |
|
|
2023
Q4 | $2.38M | Buy |
48,908
+34,181
| +232% | +$1.66M | ﹤0.01% | 4820 |
|
|
2023
Q3 | $591K | Sell |
14,727
-536
| -4% | -$21.5K | ﹤0.01% | 5094 |
|
|
2023
Q2 | $668K | Buy |
15,263
+939
| +7% | +$41.1K | ﹤0.01% | 5065 |
|
|
2023
Q1 | $621K | Buy |
14,324
+10
| +0.1% | +$433 | ﹤0.01% | 5128 |
|
|
2022
Q4 | $742K | Buy |
14,314
+469
| +3% | +$24.3K | ﹤0.01% | 5034 |
|
|
2022
Q3 | $647K | Sell |
13,845
-349
| -2% | -$16.3K | ﹤0.01% | 5131 |
|
|
2022
Q2 | $792K | Buy |
14,194
+2,438
| +21% | +$136K | ﹤0.01% | 5165 |
|
|
2022
Q1 | $593K | Buy |
11,756
+393
| +3% | +$19.8K | ﹤0.01% | 5305 |
|
|
2021
Q4 | $598K | Buy |
11,363
+383
| +3% | +$20.2K | ﹤0.01% | 5436 |
|
|
2021
Q3 | $501K | Buy |
10,980
+195
| +2% | +$8.9K | ﹤0.01% | 5497 |
|
|
2021
Q2 | $459K | Buy |
10,785
+468
| +5% | +$19.9K | ﹤0.01% | 5578 |
|
|
2021
Q1 | $436K | Sell |
10,317
-11,760
| -53% | -$497K | ﹤0.01% | 5231 |
|
|
2020
Q4 | $812K | Buy |
22,077
+4,794
| +28% | +$176K | ﹤0.01% | 4781 |
|
|
2020
Q3 | $600K | Sell |
17,283
-1,425
| -8% | -$49.5K | ﹤0.01% | 4550 |
|
|
2020
Q2 | $714K | Buy |
18,708
+6,802
| +57% | +$260K | ﹤0.01% | 4398 |
|
|
2020
Q1 | $473K | Sell |
11,906
-8,229
| -41% | -$327K | ﹤0.01% | 4405 |
|
|
2019
Q4 | $1.01M | Buy |
20,135
+5,894
| +41% | +$297K | ﹤0.01% | 4519 |
|
|
2019
Q3 | $644K | Buy |
14,241
+4,729
| +50% | +$214K | ﹤0.01% | 4554 |
|
|
2019
Q2 | $428K | Sell |
9,512
-3,952
| -29% | -$178K | ﹤0.01% | 4686 |
|
|
2019
Q1 | $609K | Sell |
13,464
-10,595
| -44% | -$479K | ﹤0.01% | 4440 |
|
|
2018
Q4 | $1.06M | Buy |
24,059
+3,173
| +15% | +$140K | ﹤0.01% | 4235 |
|
|
2018
Q3 | $885K | Sell |
20,886
-3,041
| -13% | -$129K | ﹤0.01% | 4631 |
|
|
2018
Q2 | $1.13M | Sell |
23,927
-1,014
| -4% | -$47.7K | ﹤0.01% | 4544 |
|
|
2018
Q1 | $1.14M | Buy |
24,941
+2,320
| +10% | +$106K | ﹤0.01% | 4454 |
|
|
2017
Q4 | $1.05M | Buy |
22,621
+3,766
| +20% | +$175K | ﹤0.01% | 4505 |
|
|
2017
Q3 | $901K | Buy |
18,855
+4,893
| +35% | +$234K | ﹤0.01% | 4501 |
|
|
2017
Q2 | $611K | Sell |
13,962
-761
| -5% | -$33.3K | ﹤0.01% | 4673 |
|
|
2017
Q1 | $615K | Sell |
14,723
-10,225
| -41% | -$427K | ﹤0.01% | 4709 |
|
|
2016
Q4 | $1.22M | Buy |
24,948
+18,165
| +268% | +$885K | ﹤0.01% | 4319 |
|
|
2016
Q3 | $276K | Buy |
6,783
+1,243
| +22% | +$50.6K | ﹤0.01% | 4854 |
|
|
2016
Q2 | $217K | Sell |
5,540
-445
| -7% | -$17.4K | ﹤0.01% | 4894 |
|
|
2016
Q1 | $223K | Buy |
5,985
+467
| +8% | +$17.4K | ﹤0.01% | 4911 |
|
|
2015
Q4 | $210K | Buy |
5,518
+655
| +13% | +$24.9K | ﹤0.01% | 5064 |
|
|
2015
Q3 | $170K | Buy |
4,863
+1,002
| +26% | +$35K | ﹤0.01% | 5163 |
|
|
2015
Q2 | $153K | Buy |
3,861
+2,273
| +143% | +$90.1K | ﹤0.01% | 5376 |
|
|
2015
Q1 | $71K | Buy |
1,588
+683
| +75% | +$30.5K | ﹤0.01% | 5665 |
|
|
2014
Q4 | $45K | Buy |
905
+10
| +1% | +$497 | ﹤0.01% | 5845 |
|
|
2014
Q3 | $41K | Sell |
895
-1,488
| -62% | -$68.2K | ﹤0.01% | 5794 |
|
|
2014
Q2 | $123K | Buy |
+2,383
| New | +$123K | ﹤0.01% | 5399 |
|