Tompkins Financial’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 |
-1,000
| Closed | -$126K | – | 577 |
|
|
2024
Q4 | $126K | Sell |
1,000
-30
| -3% | -$3.77K | 0.01% | 233 |
|
|
2024
Q3 | $107K | Buy |
1,030
+30
| +3% | +$3.13K | 0.01% | 261 |
|
|
2024
Q2 | $97.2K | Hold |
1,000
| – | – | 0.01% | 275 |
|
|
2024
Q1 | $94.2K | Buy |
+1,000
| New | +$94.2K | 0.01% | 284 |
|
|
2021
Q1 | – | Sell |
-62
| Closed | -$4K | – | 487 |
|
|
2020
Q4 | $4K | Buy |
+62
| New | +$4K | ﹤0.01% | 406 |
|
|
2019
Q2 | – | Sell |
-156
| Closed | -$7K | – | 382 |
|
|
2019
Q1 | $7K | Buy |
+156
| New | +$7K | ﹤0.01% | 364 |
|
|
2016
Q2 | – | Sell |
-3,165
| Closed | -$79K | – | 550 |
|
|
2016
Q1 | $79K | Hold |
3,165
| – | – | 0.03% | 203 |
|
|
2015
Q4 | $101K | Buy |
+3,165
| New | +$101K | 0.03% | 193 |
|
|
2014
Q1 | – | Sell |
-536
| Closed | -$17K | – | 530 |
|
|
2013
Q4 | $17K | Hold |
536
| – | – | ﹤0.01% | 365 |
|
|
2013
Q3 | $14K | Hold |
536
| – | – | ﹤0.01% | 376 |
|
|
2013
Q2 | $13K | Buy |
+536
| New | +$13K | ﹤0.01% | 384 |
|