Webster Bank’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 | $554K | Sell |
3,932
-391
| -9% | -$55.1K | 0.06% | 151 |
|
|
2025
Q1 | $504K | Hold |
4,323
| – | – | 0.06% | 156 |
|
|
2024
Q4 | $543K | Buy |
4,323
+976
| +29% | +$123K | 0.06% | 151 |
|
|
2024
Q3 | $349K | Buy |
3,347
+356
| +12% | +$37.1K | 0.04% | 174 |
|
|
2024
Q2 | $291K | Buy |
2,991
+600
| +25% | +$58.3K | 0.03% | 184 |
|
|
2024
Q1 | $225K | Sell |
2,391
-208
| -8% | -$19.6K | 0.03% | 202 |
|
|
2023
Q4 | $242K | Buy |
2,599
+2,433
| +1,466% | +$227K | 0.03% | 194 |
|
|
2023
Q3 | $13.6K | Buy |
166
+102
| +159% | +$8.33K | ﹤0.01% | 441 |
|
|
2023
Q2 | $5.47K | Sell |
64
-2
| -3% | -$171 | ﹤0.01% | 501 |
|
|
2023
Q1 | $5.8K | Buy |
66
+13
| +25% | +$1.14K | ﹤0.01% | 511 |
|
|
2022
Q4 | $5K | Buy |
+53
| New | +$5K | ﹤0.01% | 495 |
|
|
2021
Q3 | – | Sell |
-36
| Closed | -$3K | – | 549 |
|
|
2021
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 503 |
|
|
2021
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 521 |
|
|
2020
Q4 | $2K | Sell |
36
-1,046
| -97% | -$58.1K | ﹤0.01% | 518 |
|
|
2020
Q3 | $52K | Hold |
1,082
| – | – | 0.01% | 296 |
|
|
2020
Q2 | $52K | Buy |
+1,082
| New | +$52K | 0.01% | 290 |
|