Colonial Trust’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 | $184K | Sell |
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|
2025
Q2 | $207K | Buy |
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|
2025
Q1 | $168K | Buy |
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|
2024
Q4 | $120K | Buy |
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|
2024
Q3 | $93K | Buy |
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|
2024
Q2 | $84.8K | Buy |
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|
2024
Q1 | $75.6K | Buy |
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|
2023
Q4 | $42.4K | Sell |
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|
2023
Q3 | $69.5K | Hold |
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|
2023
Q2 | $72.7K | Buy |
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|
2023
Q1 | $65.1K | Buy |
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|
2022
Q4 | $12.1K | Buy |
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