Blue Trust Inc’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 | $2.13M | Buy |
15,110
+136
| +0.9% | +$19.2K | 0.03% | 169 |
|
|
2025
Q1 | $1.75M | Buy |
14,974
+2
| +0% | +$233 | 0.02% | 176 |
|
|
2024
Q4 | $1.88M | Sell |
14,972
-162
| -1% | -$20.4K | 0.02% | 159 |
|
|
2024
Q3 | $1.47M | Buy |
15,134
+6,373
| +73% | +$619K | 0.02% | 202 |
|
|
2024
Q2 | $825K | Buy |
8,761
+2,368
| +37% | +$223K | 0.01% | 245 |
|
|
2024
Q1 | $602K | Sell |
6,393
-736
| -10% | -$69.3K | 0.01% | 248 |
|
|
2023
Q4 | $582K | Buy |
7,129
+1,505
| +27% | +$123K | 0.01% | 219 |
|
|
2023
Q3 | $481K | Buy |
5,624
+1,315
| +31% | +$112K | 0.01% | 252 |
|
|
2023
Q2 | $379K | Sell |
4,309
-5,588
| -56% | -$491K | 0.01% | 273 |
|
|
2023
Q1 | $841K | Sell |
9,897
-33
| -0.3% | -$2.8K | 0.01% | 208 |
|
|
2022
Q4 | $784K | Buy |
9,930
+5,048
| +103% | +$399K | 0.01% | 200 |
|
|
2022
Q3 | $371K | Buy |
4,882
+1,192
| +32% | +$90.6K | 0.01% | 246 |
|
|
2022
Q2 | $323K | Buy |
+3,690
| New | +$323K | 0.01% | 251 |
|