S&CO Inc’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.6M | Sell |
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|
2025
Q2 | $5.09M | Sell |
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|
2025
Q1 | $4.24M | Sell |
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|
2024
Q4 | $4.62M | Hold |
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|
2024
Q3 | $3.83M | Buy |
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|
2024
Q2 | $3.21M | Hold |
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|
2024
Q1 | $3.11M | Buy |
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|
2023
Q4 | $1.3M | Hold |
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|
2023
Q3 | $1.14M | Hold |
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|
2023
Q2 | $1.19M | Hold |
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|
2023
Q1 | $1.22M | Hold |
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|
2022
Q4 | $1.18M | Hold |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.22M | Hold |
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|
2021
Q4 | $1.36M | Hold |
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|
2021
Q3 | $1.35M | Hold |
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|
2021
Q2 | $1.27M | Sell |
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|
2021
Q1 | $1.42M | Buy |
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