American 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 | $424K | Buy |
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|
2025
Q2 | $268K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $252K | Sell |
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|
2024
Q3 | $230K | Sell |
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|
2024
Q2 | $224K | Sell |
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|
2024
Q1 | $223K | Sell |
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|
2023
Q4 | $271K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $398K | Sell |
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|
2023
Q1 | $427K | Buy |
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|
2022
Q4 | $279K | Sell |
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|
2022
Q3 | $269K | Sell |
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|
2022
Q2 | $268K | Buy |
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|
2022
Q1 | $286K | Buy |
|