Charter Oak Capital Management, LLC's ownership history for MS

Charter Oak Capital Management, LLC currently holds 15.5K shares with a market value of $2.5M. It started holding MS on 2024-09-30. At its peak, it held 16.1K shares on 2025-03-31. Its highest holding value was $2.8M on 2025-12-31. At its lowest, it held 14.2K shares on 2024-09-30, with a value of $1.5M on 2024-09-30. In the recent 180 days, Charter Oak Capital Management, LLC has decreased its shares by 618. In the recent year, Charter Oak Capital Management, LLC has decreased its shares by 630.