Washington Trust Advisors’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 | $137K | Buy |
974
+119
| +14% | +$16.8K | 0.01% | 230 |
|
|
2025
Q1 | $99.8K | Sell |
855
-43
| -5% | -$5.02K | 0.01% | 252 |
|
|
2024
Q4 | $113K | Buy |
898
+34
| +4% | +$4.27K | 0.01% | 249 |
|
|
2024
Q3 | $90.1K | Sell |
864
-157
| -15% | -$16.4K | 0.01% | 268 |
|
|
2024
Q2 | $99.2K | Sell |
1,021
-393
| -28% | -$38.2K | 0.01% | 252 |
|
|
2024
Q1 | $133K | Buy |
1,414
+37
| +3% | +$3.48K | 0.01% | 223 |
|
|
2023
Q4 | $128K | Buy |
1,377
+15
| +1% | +$1.4K | 0.01% | 221 |
|
|
2023
Q3 | $111K | Sell |
1,362
-4
| -0.3% | -$327 | 0.01% | 228 |
|
|
2023
Q2 | $117K | Sell |
1,366
-4
| -0.3% | -$342 | 0.01% | 221 |
|
|
2023
Q1 | $120K | Sell |
1,370
-29
| -2% | -$2.55K | 0.01% | 225 |
|
|
2022
Q4 | $119K | Sell |
1,399
-562
| -29% | -$47.8K | 0.01% | 225 |
|
|
2022
Q3 | $155K | Sell |
1,961
-124
| -6% | -$9.8K | 0.01% | 222 |
|
|
2022
Q2 | $158K | Sell |
2,085
-548
| -21% | -$41.5K | 0.01% | 226 |
|
|
2022
Q1 | $230K | Sell |
2,633
-712
| -21% | -$62.2K | 0.02% | 220 |
|
|
2021
Q4 | $328K | Buy |
+3,345
| New | +$328K | 0.02% | 199 |
|