Colonial Trust Advisors’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 | $6.48K | Sell |
46
-130
| -74% | -$18.3K | ﹤0.01% | 562 |
|
|
2025
Q1 | $20.5K | Hold |
176
| – | – | ﹤0.01% | 429 |
|
|
2024
Q4 | $22.1K | Hold |
176
| – | – | ﹤0.01% | 400 |
|
|
2024
Q3 | $18.3K | Hold |
176
| – | – | ﹤0.01% | 458 |
|
|
2024
Q2 | $17.1K | Sell |
176
-404
| -70% | -$39.3K | ﹤0.01% | 449 |
|
|
2024
Q1 | $54.6K | Buy |
580
+209
| +56% | +$19.7K | 0.01% | 313 |
|
|
2023
Q4 | $34.6K | Buy |
371
+261
| +237% | +$24.4K | ﹤0.01% | 358 |
|
|
2023
Q3 | $8.98K | Hold |
110
| – | – | ﹤0.01% | 530 |
|
|
2023
Q2 | $9.39K | Hold |
110
| – | – | ﹤0.01% | 534 |
|
|
2023
Q1 | $9.66K | Buy |
110
+64
| +139% | +$5.62K | ﹤0.01% | 517 |
|
|
2022
Q4 | $3.91K | Buy |
+46
| New | +$3.91K | ﹤0.01% | 649 |
|