PIM
Penobscot Investment Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Hold |
13,114
| – | – | 0.16% | 124 |
|
|
2025
Q1 | $1.53M | Sell |
13,114
-500
| -4% | -$58.3K | 0.14% | 131 |
|
|
2024
Q4 | $1.71M | Hold |
13,614
| – | – | 0.16% | 121 |
|
|
2024
Q3 | $1.42M | Hold |
13,614
| – | – | 0.13% | 140 |
|
|
2024
Q2 | $1.32M | Buy |
13,614
+543
| +4% | +$52.8K | 0.13% | 138 |
|
|
2024
Q1 | $1.23M | Buy |
13,071
+674
| +5% | +$63.5K | 0.13% | 139 |
|
|
2023
Q4 | $1.16M | Sell |
12,397
-172
| -1% | -$16K | 0.14% | 136 |
|
|
2023
Q3 | $1.03M | Buy |
+12,569
| New | +$1.03M | 0.14% | 130 |
|