Wilkins Investment Counsel’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 | $1.6M | Sell |
11,349
-1,600
| -12% | -$225K | 0.23% | 66 |
|
|
2025
Q1 | $1.51M | Sell |
12,949
-1,665
| -11% | -$194K | 0.22% | 65 |
|
|
2024
Q4 | $1.84M | Sell |
14,614
-100
| -0.7% | -$12.6K | 0.27% | 62 |
|
|
2024
Q3 | $1.53M | Hold |
14,714
| – | – | 0.21% | 63 |
|
|
2024
Q2 | $1.43M | Sell |
14,714
-856
| -5% | -$83.2K | 0.21% | 64 |
|
|
2024
Q1 | $1.47M | Buy |
+15,570
| New | +$1.47M | 0.21% | 64 |
|