Whittier 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 | $2.77M | Sell |
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|
2025
Q2 | $2.58M | Buy |
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|
2025
Q1 | $2.05M | Sell |
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|
2024
Q4 | $2.21M | Buy |
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|
2024
Q3 | $1.79M | Sell |
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|
2024
Q2 | $1.69M | Buy |
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|
2024
Q1 | $1.62M | Buy |
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $1.19M | Hold |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $926K | Buy |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $751K | Sell |
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|
2020
Q4 | $670K | Buy |
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|
2020
Q3 | $471K | Buy |
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|
2020
Q2 | $464K | Buy |
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|
2020
Q1 | $309K | Sell |
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|
2019
Q4 | $471K | Sell |
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|
2019
Q3 | $420K | Buy |
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|
2019
Q2 | $428K | Hold |
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|
2019
Q1 | $412K | Hold |
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|
2018
Q4 | $387K | Hold |
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|
2018
Q3 | $455K | Hold |
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|
2018
Q2 | $463K | Hold |
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|
2018
Q1 | $527K | Hold |
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|
2017
Q4 | $513K | Hold |
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|
2017
Q3 | $471K | Hold |
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|
2017
Q2 | $435K | Hold |
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|
2017
Q1 | $419K | Hold |
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|
2016
Q4 | $413K | Hold |
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|
2016
Q3 | $313K | Hold |
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|
2016
Q2 | $254K | Hold |
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|
2016
Q1 | $244K | Sell |
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|
2015
Q4 | $328K | Buy |
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|
2015
Q3 | $324K | Buy |
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|
2015
Q2 | $392K | Sell |
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|
2015
Q1 | $374K | Buy |
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|
2014
Q4 | $389K | Hold |
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|
2014
Q3 | $346K | Hold |
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|
2014
Q2 | $324K | Hold |
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|
2014
Q1 | $312K | Hold |
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|
2013
Q4 | $314K | Buy |
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|
2013
Q3 | $189K | Hold |
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|
2013
Q2 | $171K | Buy |
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