FineMark National Bank & 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 | $21.4M | Sell |
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|
2025
Q2 | $19.5M | Sell |
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|
2025
Q1 | $16.3M | Sell |
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|
2024
Q4 | $17.7M | Sell |
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|
2024
Q3 | $16.5M | Buy |
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|
2024
Q2 | $15.3M | Buy |
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|
2024
Q1 | $14.6M | Buy |
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|
2023
Q4 | $14.3M | Buy |
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|
2023
Q3 | $11.1M | Buy |
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|
2023
Q2 | $11.6M | Buy |
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|
2023
Q1 | $11.9M | Buy |
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|
2022
Q4 | $11.1M | Buy |
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|
2022
Q3 | $10.2M | Buy |
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|
2022
Q2 | $8.11M | Buy |
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|
2022
Q1 | $9.3M | Buy |
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|
2021
Q4 | $9.68M | Buy |
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|
2021
Q3 | $9.3M | Buy |
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|
2021
Q2 | $8.53M | Sell |
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|
2021
Q1 | $9.76M | Buy |
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|
2020
Q4 | $8.4M | Sell |
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|
2020
Q3 | $6.13M | Buy |
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|
2020
Q2 | $5.99M | Buy |
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|
2020
Q1 | $3.75M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $178K | Hold |
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|
2016
Q3 | $135K | Sell |
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|
2016
Q2 | $113K | Buy |
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|
2016
Q1 | $106K | Sell |
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|
2015
Q4 | $244K | Buy |
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|
2015
Q3 | $231K | Buy |
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|
2015
Q2 | $279K | Hold |
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|
2015
Q1 | $257K | Hold |
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|
2014
Q4 | $280K | Hold |
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|
2014
Q3 | $249K | Hold |
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|
2014
Q2 | $233K | Sell |
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|
2014
Q1 | $240K | Hold |
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|
2013
Q4 | $242K | Hold |
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|
2013
Q3 | $208K | Sell |
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|
2013
Q2 | $212K | Buy |
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