Sippican Capital Advisors’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 | $897K | Hold |
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|
2025
Q2 | $795K | Sell |
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|
2025
Q1 | $676K | Sell |
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|
2024
Q4 | $748K | Sell |
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|
2024
Q3 | $631K | Sell |
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|
2024
Q2 | $625K | Hold |
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|
2024
Q1 | $605K | Hold |
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|
2023
Q4 | $600K | Buy |
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|
2023
Q3 | $494K | Hold |
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|
2023
Q2 | $517K | Sell |
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|
2023
Q1 | $551K | Hold |
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|
2022
Q4 | $533K | Buy |
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|
2022
Q3 | $441K | Hold |
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|
2022
Q2 | $424K | Sell |
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|
2022
Q1 | $522K | Sell |
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|
2021
Q4 | $617K | Hold |
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|
2021
Q3 | $612K | Sell |
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|
2021
Q2 | $584K | Hold |
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|
2021
Q1 | $494K | Buy |
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