Citizens National Bank Trust Department’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 | $141K | Hold |
1,000
| – | – | 0.03% | 184 |
|
|
2025
Q1 | $117K | Hold |
1,000
| – | – | 0.02% | 189 |
|
|
2024
Q4 | $126K | Hold |
1,000
| – | – | 0.03% | 183 |
|
|
2024
Q3 | $104K | Hold |
1,000
| – | – | 0.02% | 185 |
|
|
2024
Q2 | $97.2K | Hold |
1,000
| – | – | 0.02% | 190 |
|
|
2024
Q1 | $94.2K | Hold |
1,000
| – | – | 0.02% | 189 |
|
|
2023
Q4 | $93.3K | Hold |
1,000
| – | – | 0.02% | 181 |
|
|
2023
Q3 | $81.7K | Hold |
1,000
| – | – | 0.02% | 183 |
|
|
2023
Q2 | $85.4K | Hold |
1,000
| – | – | 0.02% | 184 |
|
|
2023
Q1 | $87.8K | Hold |
1,000
| – | – | 0.02% | 177 |
|
|
2022
Q4 | $85K | Sell |
1,000
-14
| -1% | -$1.19K | 0.02% | 177 |
|
|
2022
Q3 | $80K | Hold |
1,014
| – | – | 0.02% | 174 |
|
|
2022
Q2 | $77K | Hold |
1,014
| – | – | 0.02% | 180 |
|
|
2022
Q1 | $82K | Hold |
1,014
| – | – | 0.03% | 164 |
|
|
2021
Q4 | $100K | Buy |
+1,014
| New | +$100K | 0.04% | 157 |
|