Avalon Trust’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 | $1.13M | Sell |
8,000
-2,000
| -20% | -$282K | 0.08% | 68 |
|
|
2025
Q1 | $1.17M | Sell |
10,000
-1,000
| -9% | -$117K | 0.09% | 67 |
|
|
2024
Q4 | $1.38M | Hold |
11,000
| – | – | 0.1% | 66 |
|
|
2024
Q3 | $1.15M | Sell |
11,000
-2,000
| -15% | -$208K | 0.08% | 67 |
|
|
2024
Q2 | $1.26M | Hold |
13,000
| – | – | 0.1% | 67 |
|
|
2024
Q1 | $1.22M | Hold |
13,000
| – | – | 0.1% | 67 |
|
|
2023
Q4 | $1.21M | Hold |
13,000
| – | – | 0.11% | 64 |
|
|
2023
Q3 | $1.06M | Sell |
13,000
-2,600
| -17% | -$212K | 0.11% | 65 |
|
|
2023
Q2 | $1.33M | Hold |
15,600
| – | – | 0.12% | 62 |
|
|
2023
Q1 | $1.37M | Buy |
+15,600
| New | +$1.37M | 0.14% | 60 |
|