Washington 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 | $1.78M | Buy |
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|
2025
Q2 | $1.54M | Buy |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.38M | Sell |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $896K | Buy |
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|
2023
Q2 | $920K | Hold |
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|
2023
Q1 | $946K | Sell |
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|
2022
Q4 | $917K | Buy |
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|
2022
Q3 | $804K | Buy |
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|
2022
Q2 | $721K | Hold |
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|
2022
Q1 | $829K | Sell |
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|
2021
Q4 | $963K | Sell |
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|
2021
Q3 | $1.06M | Sell |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $848K | Buy |
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|
2020
Q4 | $603K | Sell |
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|
2020
Q3 | $487K | Buy |
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|
2020
Q2 | $419K | Sell |
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|
2020
Q1 | $542K | Buy |
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|
2019
Q4 | $790K | Buy |
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|
2019
Q3 | $666K | Sell |
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|
2019
Q2 | $655K | Hold |
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|
2019
Q1 | $696K | Buy |
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|
2018
Q4 | $592K | Sell |
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|
2018
Q3 | $715K | Buy |
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|
2018
Q2 | $676K | Buy |
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|
2018
Q1 | $446K | Sell |
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|
2017
Q4 | $438K | Hold |
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|
2017
Q3 | $402K | Hold |
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|
2017
Q2 | $372K | Sell |
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|
2017
Q1 | $359K | Hold |
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|
2016
Q4 | $354K | Hold |
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|
2016
Q3 | $269K | Sell |
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|
2016
Q2 | $232K | Sell |
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|
2016
Q1 | $233K | Sell |
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|
2015
Q4 | $303K | Buy |
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|
2015
Q3 | $297K | Sell |
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|
2015
Q2 | $374K | Buy |
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|
2015
Q1 | $344K | Sell |
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|
2014
Q4 | $376K | Buy |
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|
2014
Q3 | $333K | Hold |
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|
2014
Q2 | $311K | Buy |
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|
2014
Q1 | $292K | Sell |
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|
2013
Q4 | $637K | Sell |
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|
2013
Q3 | $555K | Buy |
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|
2013
Q2 | $494K | Buy |
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