Colonial Trust’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 | $207K | Buy |
1,468
+25
| +2% | +$3.52K | 0.03% | 300 |
|
|
2025
Q1 | $168K | Buy |
1,443
+488
| +51% | +$56.9K | 0.03% | 328 |
|
|
2024
Q4 | $120K | Buy |
955
+63
| +7% | +$7.92K | 0.02% | 421 |
|
|
2024
Q3 | $93K | Buy |
892
+20
| +2% | +$2.09K | 0.01% | 459 |
|
|
2024
Q2 | $84.8K | Buy |
872
+69
| +9% | +$6.71K | 0.01% | 434 |
|
|
2024
Q1 | $75.6K | Buy |
803
+348
| +76% | +$32.8K | 0.01% | 449 |
|
|
2023
Q4 | $42.4K | Sell |
455
-396
| -47% | -$36.9K | 0.01% | 529 |
|
|
2023
Q3 | $69.5K | Hold |
851
| – | – | 0.02% | 419 |
|
|
2023
Q2 | $72.7K | Buy |
851
+109
| +15% | +$9.31K | 0.02% | 418 |
|
|
2023
Q1 | $65.1K | Buy |
742
+600
| +423% | +$52.7K | 0.02% | 418 |
|
|
2022
Q4 | $12.1K | Buy |
+142
| New | +$12.1K | ﹤0.01% | 647 |
|