Sandy Spring Bank’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 | $303K | Sell |
2,598
-83
| -3% | -$9.68K | 0.01% | 322 |
|
|
2024
Q4 | $337K | Buy |
2,681
+96
| +4% | +$12.1K | 0.01% | 321 |
|
|
2024
Q3 | $269K | Sell |
2,585
-86
| -3% | -$8.97K | 0.01% | 342 |
|
|
2024
Q2 | $260K | Buy |
2,671
+56
| +2% | +$5.44K | 0.01% | 341 |
|
|
2024
Q1 | $246K | Buy |
2,615
+294
| +13% | +$27.7K | 0.01% | 347 |
|
|
2023
Q4 | $216K | Sell |
2,321
-43
| -2% | -$4.01K | 0.01% | 350 |
|
|
2023
Q3 | $193K | Sell |
2,364
-178
| -7% | -$14.5K | 0.01% | 349 |
|
|
2023
Q2 | $217K | Sell |
2,542
-83
| -3% | -$7.09K | 0.01% | 340 |
|
|
2023
Q1 | $230K | Buy |
2,625
+337
| +15% | +$29.6K | 0.01% | 325 |
|
|
2022
Q4 | $195K | Buy |
2,288
+262
| +13% | +$22.3K | 0.01% | 342 |
|
|
2022
Q3 | $160K | Hold |
2,026
| – | – | 0.01% | 347 |
|
|
2022
Q2 | $154K | Buy |
2,026
+187
| +10% | +$14.2K | 0.01% | 353 |
|
|
2022
Q1 | $161K | Sell |
1,839
-61
| -3% | -$5.34K | 0.01% | 353 |
|
|
2021
Q4 | $186K | Hold |
1,900
| – | – | 0.01% | 344 |
|
|
2021
Q3 | $186K | Sell |
1,900
-270
| -12% | -$26.4K | 0.01% | 337 |
|
|
2021
Q2 | $199K | Sell |
2,170
-230
| -10% | -$21.1K | 0.01% | 340 |
|
|
2021
Q1 | $187K | Buy |
2,400
+853
| +55% | +$66.5K | 0.01% | 330 |
|
|
2020
Q4 | $106K | Buy |
1,547
+47
| +3% | +$3.22K | 0.01% | 380 |
|
|
2020
Q3 | $73K | Hold |
1,500
| – | – | 0.01% | 410 |
|
|
2020
Q2 | $72K | Sell |
1,500
-74
| -5% | -$3.55K | 0.01% | 398 |
|
|
2020
Q1 | $53K | Buy |
+1,574
| New | +$53K | ﹤0.01% | 431 |
|
|
2019
Q3 | – | Sell |
-1,262
| Closed | -$55K | – | 859 |
|
|
2019
Q2 | $55K | Buy |
1,262
+262
| +26% | +$11.4K | ﹤0.01% | 448 |
|
|
2019
Q1 | $42K | Hold |
1,000
| – | – | ﹤0.01% | 470 |
|
|
2018
Q4 | $40K | Buy |
+1,000
| New | +$40K | ﹤0.01% | 472 |
|
|
2018
Q2 | – | Sell |
-163
| Closed | -$9K | – | 812 |
|
|
2018
Q1 | $9K | Hold |
163
| – | – | ﹤0.01% | 699 |
|
|
2017
Q4 | $9K | Sell |
163
-359
| -69% | -$19.8K | ﹤0.01% | 704 |
|
|
2017
Q3 | $25K | Buy |
+522
| New | +$25K | ﹤0.01% | 540 |
|
|
2016
Q3 | – | Sell |
-3,475
| Closed | -$90K | – | 868 |
|
|
2016
Q2 | $90K | Buy |
3,475
+3,275
| +1,638% | +$84.8K | 0.01% | 362 |
|
|
2016
Q1 | $5K | Buy |
200
+100
| +100% | +$2.5K | ﹤0.01% | 799 |
|
|
2015
Q4 | $3K | Sell |
100
-1,119
| -92% | -$33.6K | ﹤0.01% | 834 |
|
|
2015
Q3 | $39K | Buy |
1,219
+119
| +11% | +$3.81K | ﹤0.01% | 464 |
|
|
2015
Q2 | $43K | Buy |
1,100
+100
| +10% | +$3.91K | ﹤0.01% | 472 |
|
|
2015
Q1 | $36K | Buy |
+1,000
| New | +$36K | ﹤0.01% | 495 |
|
|
2014
Q3 | – | Sell |
-82
| Closed | -$3K | – | 798 |
|
|
2014
Q2 | $3K | Hold |
82
| – | – | ﹤0.01% | 742 |
|
|
2014
Q1 | $3K | Buy |
+82
| New | +$3K | ﹤0.01% | 680 |
|