Americana Partners’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
$4.62M Sell
2025
Q2
$4.55M Buy
2025
Q1
$3.34M Buy
2024
Q4
$3.45M Buy
2024
Q3
$2.82M Sell
2024
Q2
$2.7M Buy
2024
Q1
$2.45M Buy
2023
Q4
$529K Buy
2023
Q3
$605K Buy
2023
Q2
$421K Sell
2023
Q1
$521K Sell
2022
Q4
$528K Buy
2022
Q3
$352K Buy
2022
Q2
$321K Sell
2022
Q1
$525K Buy
2021
Q4
$250K Sell
2021
Q3
$306K Buy
2020
Q1
Sell
2019
Q4
$52K Buy