Rockland 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
Q1 | – | Sell |
-9,060
| Closed | -$1.14M | – | 287 |
|
|
2024
Q4 | $1.14M | Sell |
9,060
-665
| -7% | -$83.6K | 0.06% | 122 |
|
|
2024
Q3 | $1.01M | Buy |
9,725
+364
| +4% | +$37.9K | 0.05% | 137 |
|
|
2024
Q2 | $910K | Buy |
9,361
+186
| +2% | +$18.1K | 0.05% | 144 |
|
|
2024
Q1 | $864K | Sell |
9,175
-61
| -0.7% | -$5.74K | 0.05% | 155 |
|
|
2023
Q4 | $861K | Buy |
+9,236
| New | +$861K | 0.05% | 156 |
|
|
2022
Q2 | – | Sell |
-2,761
| Closed | -$242K | – | 313 |
|
|
2022
Q1 | $242K | Hold |
2,761
| – | – | 0.02% | 286 |
|
|
2021
Q4 | $271K | Hold |
2,761
| – | – | 0.02% | 262 |
|
|
2021
Q3 | $268K | Buy |
2,761
+431
| +18% | +$41.8K | 0.02% | 252 |
|
|
2021
Q2 | $213K | Buy |
+2,330
| New | +$213K | 0.01% | 266 |
|