Peoples Financial Services Corp’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 | $1.24M | Sell |
8,787
-1,528
| -15% | -$215K | 0.61% | 45 |
|
|
2025
Q1 | $1.2M | Sell |
10,315
-500
| -5% | -$58.3K | 0.58% | 54 |
|
|
2024
Q4 | $1.36M | Sell |
10,815
-20
| -0.2% | -$2.51K | 0.63% | 47 |
|
|
2024
Q3 | $1.13M | Sell |
10,835
-221
| -2% | -$23K | 0.51% | 58 |
|
|
2024
Q2 | $1.07M | Sell |
11,056
-726
| -6% | -$70.6K | 0.49% | 57 |
|
|
2024
Q1 | $1.11M | Sell |
11,782
-90
| -0.8% | -$8.47K | 0.48% | 58 |
|
|
2023
Q4 | $1.11M | Sell |
11,872
-2
| -0% | -$186 | 0.48% | 58 |
|
|
2023
Q3 | $970K | Buy |
11,874
+4,042
| +52% | +$330K | 0.46% | 63 |
|
|
2023
Q2 | $669K | Sell |
7,832
-120
| -2% | -$10.2K | 0.3% | 87 |
|
|
2023
Q1 | $698K | Buy |
7,952
+1,806
| +29% | +$159K | 0.33% | 79 |
|
|
2022
Q4 | $523K | Hold |
6,146
| – | – | 0.24% | 97 |
|
|
2022
Q3 | $486K | Buy |
6,146
+1,642
| +36% | +$130K | 0.25% | 95 |
|
|
2022
Q2 | $343K | Buy |
4,504
+2,830
| +169% | +$216K | 0.16% | 111 |
|
|
2022
Q1 | $146K | Buy |
+1,674
| New | +$146K | 0.06% | 149 |
|