Smithfield Trust’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 | $720K | Hold |
|
|||||
|
2025
Q2 | $635K | Hold |
|
|||||
|
2025
Q1 | $527K | Hold |
|
|||||
|
2024
Q4 | $569K | Hold |
|
|||||
|
2024
Q3 | $471K | Buy |
|
|||||
|
2024
Q2 | $433K | Sell |
|
|||||
|
2024
Q1 | $422K | Buy |
|
|||||
|
2023
Q4 | $395K | Hold |
|
|||||
|
2023
Q3 | $350K | Sell |
|
|||||
|
2023
Q2 | $392K | Buy |
|
|||||
|
2023
Q1 | $368K | Sell |
|
|||||
|
2022
Q4 | $498K | Hold |
|
|||||
|
2022
Q3 | $461K | Sell |
|
|||||
|
2022
Q2 | $446K | Sell |
|
|||||
|
2022
Q1 | $805K | Buy |
|
|||||
|
2021
Q4 | $898K | Sell |
|
|||||
|
2021
Q3 | $901K | Sell |
|
|||||
|
2021
Q2 | $879K | Sell |
|
|||||
|
2021
Q1 | $752K | Buy |
|
|||||
|
2020
Q4 | $447K | Buy |
|
|||||
|
2020
Q3 | $282K | Buy |
|
|||||
|
2020
Q2 | $274K | Buy |
|
|||||
|
2020
Q1 | $149K | Sell |
|
|||||
|
2019
Q4 | $234K | Sell |
|
|||||
|
2019
Q3 | $198K | Buy |
|
|||||
|
2019
Q2 | $169K | Buy |
|
|||||
|
2019
Q1 | $155K | Buy |
|
|||||
|
2018
Q4 | $142K | Sell |
|
|||||
|
2018
Q3 | $182K | Buy |
|
|||||
|
2018
Q2 | $184K | Buy |
|
|||||
|
2018
Q1 | $196K | Sell |
|
|||||
|
2017
Q4 | $208K | Sell |
|
|||||
|
2017
Q3 | $196K | Buy |
|
|||||
|
2017
Q2 | $164K | Buy |
|
|||||
|
2017
Q1 | $156K | Buy |
|
|||||
|
2016
Q4 | $33K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $12K | Buy |
|