Peoples Bank (Ohio)’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 | $697K | Buy |
4,945
+250
| +5% | +$35.2K | 0.43% | 43 |
|
|
2025
Q1 | $548K | Sell |
4,695
-275
| -6% | -$32.1K | 0.36% | 51 |
|
|
2024
Q4 | $625K | Sell |
4,970
-379
| -7% | -$47.6K | 0.37% | 51 |
|
|
2024
Q3 | $558K | Buy |
5,349
+223
| +4% | +$23.2K | 0.28% | 60 |
|
|
2024
Q2 | $498K | Buy |
5,126
+146
| +3% | +$14.2K | 0.26% | 65 |
|
|
2024
Q1 | $469K | Sell |
4,980
-200
| -4% | -$18.8K | 0.26% | 64 |
|
|
2023
Q4 | $483K | Sell |
5,180
-25
| -0.5% | -$2.33K | 0.28% | 64 |
|
|
2023
Q3 | $425K | Buy |
5,205
+545
| +12% | +$44.5K | 0.28% | 66 |
|
|
2023
Q2 | $398K | Sell |
4,660
-75
| -2% | -$6.41K | 0.24% | 69 |
|
|
2023
Q1 | $416K | Sell |
4,735
-30
| -0.6% | -$2.63K | 0.27% | 66 |
|
|
2022
Q4 | $405K | Sell |
4,765
-55
| -1% | -$4.68K | 0.26% | 69 |
|
|
2022
Q3 | $381K | Sell |
4,820
-100
| -2% | -$7.91K | 0.26% | 67 |
|
|
2022
Q2 | $374K | Sell |
4,920
-80
| -2% | -$6.08K | 0.23% | 79 |
|
|
2022
Q1 | $437K | Sell |
5,000
-75
| -1% | -$6.56K | 0.22% | 76 |
|
|
2021
Q4 | $498K | Sell |
5,075
-115
| -2% | -$11.3K | 0.25% | 71 |
|
|
2021
Q3 | $505K | Sell |
5,190
-355
| -6% | -$34.5K | 0.27% | 62 |
|
|
2021
Q2 | $508K | Sell |
5,545
-43
| -0.8% | -$3.94K | 0.27% | 64 |
|
|
2021
Q1 | $434K | Sell |
5,588
-85
| -1% | -$6.6K | 0.24% | 69 |
|
|
2020
Q4 | $389K | Buy |
5,673
+100
| +2% | +$6.86K | 0.23% | 69 |
|
|
2020
Q3 | $269K | Buy |
5,573
+155
| +3% | +$7.48K | 0.18% | 83 |
|
|
2020
Q2 | $262K | Buy |
+5,418
| New | +$262K | 0.18% | 78 |
|
|
2020
Q1 | – | Sell |
-5,228
| Closed | -$267K | – | 95 |
|
|
2019
Q4 | $267K | Buy |
5,228
+162
| +3% | +$8.27K | 0.16% | 85 |
|
|
2019
Q3 | $216K | Buy |
5,066
+68
| +1% | +$2.9K | 0.14% | 95 |
|
|
2019
Q2 | $219K | Sell |
4,998
-60
| -1% | -$2.63K | 0.14% | 93 |
|
|
2019
Q1 | $213K | Sell |
5,058
-90
| -2% | -$3.79K | 0.13% | 95 |
|
|
2018
Q4 | $204K | Sell |
5,148
-550
| -10% | -$21.8K | 0.14% | 99 |
|
|
2018
Q3 | $265K | Sell |
5,698
-100
| -2% | -$4.65K | 0.15% | 89 |
|
|
2018
Q2 | $275K | Sell |
5,798
-225
| -4% | -$10.7K | 0.16% | 84 |
|
|
2018
Q1 | $325K | Sell |
6,023
-215
| -3% | -$11.6K | 0.19% | 75 |
|
|
2017
Q4 | $327K | Hold |
6,238
| – | – | 0.19% | 78 |
|
|
2017
Q3 | $300K | Sell |
6,238
-75
| -1% | -$3.61K | 0.16% | 80 |
|
|
2017
Q2 | $281K | Hold |
6,313
| – | – | 0.16% | 81 |
|
|
2017
Q1 | $270K | Hold |
6,313
| – | – | 0.15% | 83 |
|
|
2016
Q4 | $267K | Sell |
6,313
-100
| -2% | -$4.23K | 0.15% | 82 |
|
|
2016
Q3 | $206K | Buy |
+6,413
| New | +$206K | 0.13% | 90 |
|
|
2016
Q1 | – | Sell |
-7,415
| Closed | -$236K | – | 105 |
|
|
2015
Q4 | $236K | Buy |
+7,415
| New | +$236K | 0.14% | 90 |
|