Atlantic Union Bankshares’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 | $755K | Buy |
5,360
+2,412
| +82% | +$340K | 0.02% | 352 |
|
|
2025
Q1 | $344K | Sell |
2,948
-8
| -0.3% | -$933 | 0.02% | 251 |
|
|
2024
Q4 | $372K | Sell |
2,956
-28
| -0.9% | -$3.52K | 0.02% | 251 |
|
|
2024
Q3 | $311K | Hold |
2,984
| – | – | 0.02% | 270 |
|
|
2024
Q2 | $290K | Buy |
+2,984
| New | +$290K | 0.02% | 273 |
|
|
2020
Q2 | – | Sell |
-30,317
| Closed | -$1.03M | – | 257 |
|
|
2020
Q1 | $1.03M | Buy |
30,317
+268
| +0.9% | +$9.11K | 0.15% | 126 |
|
|
2019
Q4 | $1.54M | Sell |
30,049
-167
| -0.6% | -$8.54K | 0.2% | 119 |
|
|
2019
Q3 | $1.29M | Sell |
30,216
-457
| -1% | -$19.5K | 0.17% | 124 |
|
|
2019
Q2 | $1.34M | Buy |
+30,673
| New | +$1.34M | 0.18% | 129 |
|
|
2014
Q2 | – | Sell |
-398
| Closed | -$11K | – | 188 |
|
|
2014
Q1 | $11K | Buy |
+398
| New | +$11K | 0.01% | 196 |
|