Welch & Forbes’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 | $938K | Hold |
|
|||||
|
2025
Q2 | $831K | Sell |
|
|||||
|
2025
Q1 | $725K | Sell |
|
|||||
|
2024
Q4 | $783K | Sell |
|
|||||
|
2024
Q3 | $660K | Sell |
|
|||||
|
2024
Q2 | $650K | Buy |
|
|||||
|
2024
Q1 | $590K | Buy |
|
|||||
|
2023
Q4 | $583K | Sell |
|
|||||
|
2023
Q3 | $581K | Buy |
|
|||||
|
2023
Q2 | $594K | Sell |
|
|||||
|
2023
Q1 | $676K | Sell |
|
|||||
|
2022
Q4 | $690K | Sell |
|
|||||
|
2022
Q3 | $657K | Buy |
|
|||||
|
2022
Q2 | $552K | Sell |
|
|||||
|
2022
Q1 | $646K | Hold |
|
|||||
|
2021
Q4 | $725K | Buy |
|
|||||
|
2021
Q3 | $704K | Hold |
|
|||||
|
2021
Q2 | $663K | Buy |
|
|||||
|
2021
Q1 | $471K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $214K | Buy |
|