Partners Capital Investment Group’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,092	Closed	-$382K	–	214
2023 Q4	$382K	Sell	4,092 -2,505	-38%	-$200K	0.01%	194
2023 Q3	$539K	Buy	6,597 +2,447	+59%	+$212K	0.01%	175
2023 Q2	$354K	Buy	+4,150	New	+$355K	0.01%	183
2021 Q1	–	Sell	-694,373	Closed	-$47.6M	–	151
2020 Q4	$47.6M	Sell	694,373 -167,605	-19%	-$9.62M	2.72%	8
2020 Q3	$41.7M	Buy	861,978 +56,617	+7%	+$2.85M	2.57%	10
2020 Q2	$38.9M	Buy	805,361 +46,882	+6%	+$1.97M	1.92%	12
2020 Q1	$25.8M	Buy	758,479 +227,030	+43%	+$10.7M	1.76%	16
2019 Q4	$27.2M	Buy	531,449 +306,295	+136%	+$14.5M	2.06%	15
2019 Q3	$9.61M	Buy	225,154 +56,336	+33%	+$2.41M	0.84%	37
2019 Q2	$7.4M	Buy	168,818 +10,462	+7%	+$467K	0.74%	40
2019 Q1	$6.68M	Buy	158,356 +15,453	+11%	+$650K	0.66%	39
2018 Q4	$5.67M	Buy	142,903 +55,974	+64%	+$2.44M	0.67%	28
2018 Q3	$4.05M	Buy	86,929 +11,649	+15%	+$569K	0.44%	45
2018 Q2	$3.57M	Buy	75,280 +15,821	+27%	+$827K	0.46%	47
2018 Q1	$3.21M	Buy	59,459 +32,518	+121%	+$1.8M	0.42%	31
2017 Q4	$1.41M	Buy	26,941 +13,420	+99%	+$679K	0.23%	36
2017 Q3	$651K	Buy	+13,521	New	+$627K	0.11%	37