Bank of Stockton’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
Q4
$1.52M Buy
2025
Q3
$1.22M Buy
2025
Q2
$1.05M Buy
2025
Q1
$854K Sell
2024
Q4
$958K Buy
2024
Q3
$788K Buy
2024
Q2
$699K Buy
2024
Q1
$606K Buy
2023
Q4
$427K Buy
2023
Q3
$259K Buy