Nixon Peabody Trust’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Sell |
116,999
-687
| -0.6% | -$96.8K | 1.28% | 22 |
|
|
2025
Q1 | $13.7M | Sell |
117,686
-198
| -0.2% | -$23.1K | 1.17% | 31 |
|
|
2024
Q4 | $14.8M | Buy |
117,884
+2,200
| +2% | +$277K | 1.22% | 28 |
|
|
2024
Q3 | $12.1M | Buy |
115,684
+768
| +0.7% | +$80.1K | 1% | 37 |
|
|
2024
Q2 | $11.2M | Sell |
114,916
-1,049
| -0.9% | -$102K | 0.99% | 39 |
|
|
2024
Q1 | $10.9M | Buy |
115,965
+6,102
| +6% | +$575K | 1% | 45 |
|
|
2023
Q4 | $10.2M | Buy |
+109,863
| New | +$10.2M | 1.15% | 38 |
|