Welch & Forbes’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 | $831K | Sell |
5,898
-313
| -5% | -$44.1K | 0.01% | 238 |
|
|
2025
Q1 | $725K | Sell |
6,211
-18
| -0.3% | -$2.1K | 0.01% | 245 |
|
|
2024
Q4 | $783K | Sell |
6,229
-100
| -2% | -$12.6K | 0.01% | 243 |
|
|
2024
Q3 | $660K | Sell |
6,329
-79
| -1% | -$8.24K | 0.01% | 258 |
|
|
2024
Q2 | $650K | Buy |
6,408
+141
| +2% | +$14.3K | 0.01% | 257 |
|
|
2024
Q1 | $590K | Buy |
6,267
+10
| +0.2% | +$942 | 0.01% | 271 |
|
|
2023
Q4 | $583K | Sell |
6,257
-859
| -12% | -$80.1K | 0.01% | 267 |
|
|
2023
Q3 | $581K | Buy |
7,116
+155
| +2% | +$12.7K | 0.01% | 262 |
|
|
2023
Q2 | $594K | Sell |
6,961
-739
| -10% | -$63.1K | 0.01% | 270 |
|
|
2023
Q1 | $676K | Sell |
7,700
-416
| -5% | -$36.5K | 0.01% | 255 |
|
|
2022
Q4 | $690K | Sell |
8,116
-203
| -2% | -$17.3K | 0.01% | 252 |
|
|
2022
Q3 | $657K | Buy |
8,319
+1,060
| +15% | +$83.7K | 0.01% | 253 |
|
|
2022
Q2 | $552K | Sell |
7,259
-130
| -2% | -$9.89K | 0.01% | 273 |
|
|
2022
Q1 | $646K | Hold |
7,389
| – | – | 0.01% | 268 |
|
|
2021
Q4 | $725K | Buy |
7,389
+156
| +2% | +$15.3K | 0.01% | 260 |
|
|
2021
Q3 | $704K | Hold |
7,233
| – | – | 0.01% | 255 |
|
|
2021
Q2 | $663K | Buy |
7,233
+1,177
| +19% | +$108K | 0.01% | 266 |
|
|
2021
Q1 | $471K | Buy |
+6,056
| New | +$471K | 0.01% | 287 |
|
|
2014
Q3 | – | Sell |
-6,626
| Closed | -$214K | – | 354 |
|
|
2014
Q2 | $214K | Buy |
+6,626
| New | +$214K | 0.01% | 317 |
|