Cetera Trust Company’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 | $536K | Hold |
3,804
| – | – | 0.32% | 62 |
|
|
2025
Q1 | $444K | Hold |
3,804
| – | – | 0.28% | 61 |
|
|
2024
Q4 | $478K | Hold |
3,804
| – | – | 0.31% | 57 |
|
|
2024
Q3 | $397K | Hold |
3,804
| – | – | 0.24% | 74 |
|
|
2024
Q2 | $370K | Hold |
3,804
| – | – | 0.23% | 73 |
|
|
2024
Q1 | $358K | Hold |
3,804
| – | – | 0.22% | 74 |
|
|
2023
Q4 | $355K | Buy |
+3,804
| New | +$355K | 0.22% | 79 |
|