City State Bank’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
Q3 | $457K | Sell |
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|
2025
Q2 | $419K | Hold |
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|
2025
Q1 | $347K | Hold |
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|
2024
Q4 | $374K | Sell |
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|
2024
Q3 | $347K | Hold |
|
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|
2024
Q2 | $323K | Sell |
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|
2024
Q1 | $315K | Sell |
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|
2023
Q4 | $330K | Buy |
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|
2023
Q3 | $286K | Hold |
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|
2023
Q2 | $299K | Sell |
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|
2023
Q1 | $314K | Sell |
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|
2022
Q4 | $321K | Hold |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $334K | Hold |
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|
2021
Q4 | $375K | Buy |
|