Trust Company of Vermont’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 | $2.23M | Sell |
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|
2025
Q2 | $2.01M | Buy |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.68M | Sell |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q4 | $886K | Sell |
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|
2023
Q3 | $905K | Sell |
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|
2023
Q2 | $991K | Buy |
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|
2023
Q1 | $945K | Buy |
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|
2022
Q4 | $806K | Buy |
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|
2022
Q3 | $741K | Buy |
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|
2022
Q2 | $695K | Sell |
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|
2022
Q1 | $818K | Sell |
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|
2021
Q4 | $941K | Buy |
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|
2021
Q3 | $917K | Sell |
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|
2021
Q2 | $868K | Sell |
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|
2021
Q1 | $748K | Hold |
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|
2020
Q4 | $660K | Sell |
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|
2020
Q3 | $467K | Sell |
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|
2020
Q2 | $471K | Buy |
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|
2020
Q1 | $329K | Buy |
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|
2019
Q4 | $476K | Sell |
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|
2019
Q3 | $399K | Sell |
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|
2019
Q2 | $421K | Sell |
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|
2019
Q1 | $408K | Sell |
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|
2018
Q4 | $401K | Sell |
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|
2018
Q3 | $472K | Buy |
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|
2018
Q2 | $439K | Buy |
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|
2018
Q1 | $415K | Hold |
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|
2017
Q4 | $403K | Sell |
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|
2017
Q3 | $381K | Buy |
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|
2017
Q2 | $346K | Buy |
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|
2017
Q1 | $270K | Buy |
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|
2016
Q4 | $251K | Buy |
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|
2016
Q3 | $147K | Buy |
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|
2016
Q2 | $96K | Sell |
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|
2016
Q1 | $101K | Sell |
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|
2015
Q4 | $131K | Hold |
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|
2015
Q3 | $130K | Buy |
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|
2015
Q2 | $154K | Buy |
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|
2015
Q1 | $110K | Buy |
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|
2014
Q4 | $92K | Buy |
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|
2014
Q3 | $76K | Hold |
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|
2014
Q2 | $71K | Buy |
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|
2014
Q1 | $65K | Hold |
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|
2013
Q4 | $66K | Buy |
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|
2013
Q3 | $49K | Buy |
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