Bank of Stockton’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 | $1.05M | Buy |
7,437
+114
| +2% | +$16.1K | 0.31% | 51 |
|
|
2025
Q1 | $854K | Sell |
7,323
-296
| -4% | -$34.5K | 0.27% | 56 |
|
|
2024
Q4 | $958K | Buy |
7,619
+59
| +0.8% | +$7.42K | 0.29% | 52 |
|
|
2024
Q3 | $788K | Buy |
7,560
+367
| +5% | +$38.3K | 0.24% | 61 |
|
|
2024
Q2 | $699K | Buy |
7,193
+755
| +12% | +$73.4K | 0.22% | 64 |
|
|
2024
Q1 | $606K | Buy |
6,438
+1,435
| +29% | +$135K | 0.19% | 76 |
|
|
2023
Q4 | $427K | Buy |
5,003
+1,403
| +39% | +$120K | 0.14% | 89 |
|
|
2023
Q3 | $259K | Buy |
+3,600
| New | +$259K | 0.1% | 104 |
|