Farmers & Merchants Trust Company’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 | $440K | Buy |
3,123
+427
| +16% | +$60.1K | 0.09% | 145 |
|
|
2025
Q1 | $315K | Buy |
2,696
+18
| +0.7% | +$2.1K | 0.08% | 152 |
|
|
2024
Q4 | $337K | Sell |
2,678
-130
| -5% | -$16.3K | 0.08% | 144 |
|
|
2024
Q3 | $293K | Sell |
2,808
-12
| -0.4% | -$1.25K | 0.07% | 159 |
|
|
2024
Q2 | $274K | Sell |
2,820
-311
| -10% | -$30.2K | 0.07% | 156 |
|
|
2024
Q1 | $295K | Buy |
3,131
+117
| +4% | +$11K | 0.07% | 154 |
|
|
2023
Q4 | $281K | Sell |
3,014
-158
| -5% | -$14.7K | 0.07% | 144 |
|
|
2023
Q3 | $259K | Buy |
3,172
+182
| +6% | +$14.9K | 0.08% | 142 |
|
|
2023
Q2 | $255K | Buy |
2,990
+489
| +20% | +$41.8K | 0.07% | 147 |
|
|
2023
Q1 | $220K | Buy |
+2,501
| New | +$220K | 0.06% | 159 |
|