Trust Company of Vermont’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
14,301
+264
| +2% | +$37.2K | 0.09% | 139 |
|
|
2025
Q1 | $1.64M | Buy |
14,037
+637
| +5% | +$74.3K | 0.08% | 149 |
|
|
2024
Q4 | $1.68M | Sell |
13,400
-179
| -1% | -$22.5K | 0.08% | 150 |
|
|
2024
Q3 | $1.42M | Buy |
13,579
+1,387
| +11% | +$145K | 0.07% | 156 |
|
|
2024
Q2 | $1.18M | Sell |
12,192
-129
| -1% | -$12.5K | 0.06% | 162 |
|
|
2024
Q1 | $1.16M | Buy |
12,321
+2,819
| +30% | +$265K | 0.06% | 168 |
|
|
2023
Q4 | $886K | Sell |
9,502
-1,579
| -14% | -$147K | 0.06% | 172 |
|
|
2023
Q3 | $905K | Sell |
11,081
-525
| -5% | -$42.9K | 0.06% | 178 |
|
|
2023
Q2 | $991K | Buy |
11,606
+843
| +8% | +$72K | 0.06% | 180 |
|
|
2023
Q1 | $945K | Buy |
10,763
+1,280
| +13% | +$112K | 0.07% | 183 |
|
|
2022
Q4 | $806K | Buy |
9,483
+99
| +1% | +$8.42K | 0.06% | 190 |
|
|
2022
Q3 | $741K | Buy |
9,384
+243
| +3% | +$19.2K | 0.06% | 182 |
|
|
2022
Q2 | $695K | Sell |
9,141
-219
| -2% | -$16.7K | 0.05% | 189 |
|
|
2022
Q1 | $818K | Sell |
9,360
-228
| -2% | -$19.9K | 0.06% | 187 |
|
|
2021
Q4 | $941K | Buy |
9,588
+158
| +2% | +$15.5K | 0.06% | 177 |
|
|
2021
Q3 | $917K | Sell |
9,430
-40
| -0.4% | -$3.89K | 0.07% | 170 |
|
|
2021
Q2 | $868K | Sell |
9,470
-154
| -2% | -$14.1K | 0.06% | 175 |
|
|
2021
Q1 | $748K | Hold |
9,624
| – | – | 0.06% | 185 |
|
|
2020
Q4 | $660K | Sell |
9,624
-37
| -0.4% | -$2.54K | 0.05% | 182 |
|
|
2020
Q3 | $467K | Sell |
9,661
-92
| -0.9% | -$4.45K | 0.04% | 200 |
|
|
2020
Q2 | $471K | Buy |
9,753
+54
| +0.6% | +$2.61K | 0.05% | 197 |
|
|
2020
Q1 | $329K | Buy |
9,699
+392
| +4% | +$13.3K | 0.03% | 228 |
|
|
2019
Q4 | $476K | Sell |
9,307
-42
| -0.4% | -$2.15K | 0.04% | 229 |
|
|
2019
Q3 | $399K | Sell |
9,349
-265
| -3% | -$11.3K | 0.03% | 240 |
|
|
2019
Q2 | $421K | Sell |
9,614
-77
| -0.8% | -$3.37K | 0.04% | 238 |
|
|
2019
Q1 | $408K | Sell |
9,691
-420
| -4% | -$17.7K | 0.04% | 235 |
|
|
2018
Q4 | $401K | Sell |
10,111
-25
| -0.2% | -$991 | 0.04% | 227 |
|
|
2018
Q3 | $472K | Buy |
10,136
+885
| +10% | +$41.2K | 0.04% | 226 |
|
|
2018
Q2 | $439K | Buy |
9,251
+1,561
| +20% | +$74.1K | 0.04% | 231 |
|
|
2018
Q1 | $415K | Hold |
7,690
| – | – | 0.04% | 233 |
|
|
2017
Q4 | $403K | Sell |
7,690
-230
| -3% | -$12.1K | 0.04% | 237 |
|
|
2017
Q3 | $381K | Buy |
7,920
+160
| +2% | +$7.7K | 0.04% | 237 |
|
|
2017
Q2 | $346K | Buy |
7,760
+1,460
| +23% | +$65.1K | 0.04% | 252 |
|
|
2017
Q1 | $270K | Buy |
6,300
+342
| +6% | +$14.7K | 0.03% | 279 |
|
|
2016
Q4 | $251K | Buy |
5,958
+1,361
| +30% | +$57.3K | 0.03% | 286 |
|
|
2016
Q3 | $147K | Buy |
4,597
+907
| +25% | +$29K | 0.02% | 305 |
|
|
2016
Q2 | $96K | Sell |
3,690
-355
| -9% | -$9.24K | 0.01% | 323 |
|
|
2016
Q1 | $101K | Sell |
4,045
-80
| -2% | -$2K | 0.01% | 315 |
|
|
2015
Q4 | $131K | Hold |
4,125
| – | – | 0.02% | 283 |
|
|
2015
Q3 | $130K | Buy |
4,125
+155
| +4% | +$4.89K | 0.02% | 277 |
|
|
2015
Q2 | $154K | Buy |
3,970
+890
| +29% | +$34.5K | 0.02% | 261 |
|
|
2015
Q1 | $110K | Buy |
3,080
+715
| +30% | +$25.5K | 0.02% | 301 |
|
|
2014
Q4 | $92K | Buy |
2,365
+180
| +8% | +$7K | 0.01% | 322 |
|
|
2014
Q3 | $76K | Hold |
2,185
| – | – | 0.01% | 337 |
|
|
2014
Q2 | $71K | Buy |
2,185
+85
| +4% | +$2.76K | 0.01% | 332 |
|
|
2014
Q1 | $65K | Hold |
2,100
| – | – | 0.01% | 339 |
|
|
2013
Q4 | $66K | Buy |
2,100
+300
| +17% | +$9.43K | 0.01% | 320 |
|
|
2013
Q3 | $49K | Buy |
+1,800
| New | +$49K | 0.01% | 342 |
|