Equitable 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 | $351K | Hold |
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|
2025
Q2 | $311K | Sell |
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|
2025
Q1 | $271K | Sell |
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|
2024
Q4 | $328K | Sell |
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|
2024
Q3 | $275K | Hold |
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|
2024
Q2 | $256K | Buy |
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|
2024
Q1 | $206K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.95M | Sell |
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|
2022
Q4 | $1.99M | Sell |
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|
2022
Q3 | $1.87M | Sell |
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|
2022
Q2 | $1.83M | Sell |
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|
2022
Q1 | $2.49M | Sell |
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|
2021
Q4 | $2.86M | Sell |
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|
2021
Q3 | $3.79M | Buy |
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|
2021
Q2 | $3.52M | Buy |
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|
2021
Q1 | $2.8M | Buy |
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|
2020
Q4 | $2.41M | Buy |
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|
2020
Q3 | $1.67M | Sell |
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|
2020
Q2 | $1.71M | Buy |
|