Colonial Trust Advisors’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
Q2 | $6.48K | Sell |
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|
2025
Q1 | $20.5K | Hold |
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|
2024
Q4 | $22.1K | Hold |
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|
2024
Q3 | $18.3K | Hold |
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|
2024
Q2 | $17.1K | Sell |
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|
2024
Q1 | $54.6K | Buy |
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|
2023
Q4 | $34.6K | Buy |
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|
2023
Q3 | $8.98K | Hold |
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|
2023
Q2 | $9.39K | Hold |
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|
2023
Q1 | $9.66K | Buy |
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|
2022
Q4 | $3.91K | Buy |
|