FT
Fiduciary Trust’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.5M | Sell |
358,324
-5,828
| -2% | -$821K | 0.62% | 28 |
|
|
2025
Q1 | $42.5M | Buy |
364,152
+11,473
| +3% | +$1.34M | 0.56% | 34 |
|
|
2024
Q4 | $44.3M | Sell |
352,679
-13,563
| -4% | -$1.71M | 0.59% | 32 |
|
|
2024
Q3 | $38.2M | Sell |
366,242
-8,116
| -2% | -$846K | 0.53% | 37 |
|
|
2024
Q2 | $36.4M | Sell |
374,358
-2,111
| -0.6% | -$205K | 0.55% | 36 |
|
|
2024
Q1 | $35.4M | Sell |
376,469
-2,012
| -0.5% | -$189K | 0.54% | 38 |
|
|
2023
Q4 | $35.3M | Buy |
378,481
+2,240
| +0.6% | +$209K | 0.59% | 33 |
|
|
2023
Q3 | $30.7M | Sell |
376,241
-798
| -0.2% | -$65.2K | 0.56% | 37 |
|
|
2023
Q2 | $32.2M | Sell |
377,039
-763
| -0.2% | -$65.2K | 0.57% | 36 |
|
|
2023
Q1 | $33.2M | Sell |
377,802
-1,835
| -0.5% | -$161K | 0.62% | 33 |
|
|
2022
Q4 | $32.3M | Sell |
379,637
-1,528
| -0.4% | -$130K | 0.63% | 32 |
|
|
2022
Q3 | $30.1M | Buy |
381,165
+634
| +0.2% | +$50.1K | 0.65% | 30 |
|
|
2022
Q2 | $28.9M | Buy |
380,531
+437
| +0.1% | +$33.2K | 0.61% | 34 |
|
|
2022
Q1 | $33.2M | Sell |
380,094
-88
| -0% | -$7.69K | 0.6% | 32 |
|
|
2021
Q4 | $37.3M | Buy |
380,182
+11,322
| +3% | +$1.11M | 0.61% | 29 |
|
|
2021
Q3 | $35.9M | Sell |
368,860
-647
| -0.2% | -$63K | 0.64% | 28 |
|
|
2021
Q2 | $33.9M | Buy |
369,507
+2,274
| +0.6% | +$209K | 0.66% | 30 |
|
|
2021
Q1 | $28.5M | Buy |
367,233
+300,791
| +453% | +$23.4M | 0.58% | 35 |
|
|
2020
Q4 | $4.55M | Buy |
66,442
+2,874
| +5% | +$197K | 0.09% | 155 |
|
|
2020
Q3 | $3.07M | Sell |
63,568
-142
| -0.2% | -$6.87K | 0.07% | 175 |
|
|
2020
Q2 | $3.08M | Sell |
63,710
-91
| -0.1% | -$4.4K | 0.08% | 167 |
|
|
2020
Q1 | $2.17M | Buy |
63,801
+43
| +0.1% | +$1.46K | 0.06% | 183 |
|
|
2019
Q4 | $3.26M | Sell |
63,758
-3,964
| -6% | -$203K | 0.08% | 161 |
|
|
2019
Q3 | $2.89M | Sell |
67,722
-3,172
| -4% | -$135K | 0.07% | 171 |
|
|
2019
Q2 | $3.11M | Sell |
70,894
-10,126
| -12% | -$444K | 0.08% | 159 |
|
|
2019
Q1 | $3.42M | Sell |
81,020
-2,458
| -3% | -$104K | 0.09% | 147 |
|
|
2018
Q4 | $3.31M | Sell |
83,478
-3,364
| -4% | -$133K | 0.1% | 143 |
|
|
2018
Q3 | $4.05M | Sell |
86,842
-7,190
| -8% | -$335K | 0.11% | 142 |
|
|
2018
Q2 | $4.46M | Buy |
94,032
+1,273
| +1% | +$60.3K | 0.13% | 135 |
|
|
2018
Q1 | $5.01M | Buy |
92,759
+6,804
| +8% | +$367K | 0.15% | 132 |
|
|
2017
Q4 | $4.51M | Buy |
85,955
+2,477
| +3% | +$130K | 0.13% | 131 |
|
|
2017
Q3 | $4.02M | Buy |
83,478
+8,931
| +12% | +$430K | 0.12% | 136 |
|
|
2017
Q2 | $3.32M | Buy |
74,547
+6,679
| +10% | +$298K | 0.1% | 148 |
|
|
2017
Q1 | $2.91M | Buy |
67,868
+10,873
| +19% | +$466K | 0.09% | 160 |
|
|
2016
Q4 | $2.41M | Buy |
56,995
+20,868
| +58% | +$882K | 0.08% | 175 |
|
|
2016
Q3 | $1.16M | Sell |
36,127
-2,848
| -7% | -$91.3K | 0.04% | 232 |
|
|
2016
Q2 | $1.01M | Buy |
38,975
+5
| +0% | +$130 | 0.04% | 257 |
|
|
2016
Q1 | $974K | Buy |
38,970
+3,982
| +11% | +$99.5K | 0.03% | 260 |
|
|
2015
Q4 | $1.11M | Buy |
34,988
+4,005
| +13% | +$127K | 0.05% | 211 |
|
|
2015
Q3 | $976K | Buy |
+30,983
| New | +$976K | 0.04% | 214 |
|