First American Trust’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 | $581K | Buy |
4,123
+290
| +8% | +$40.8K | 0.05% | 160 |
|
|
2025
Q1 | $447K | Sell |
3,833
-1,371
| -26% | -$160K | 0.04% | 160 |
|
|
2024
Q4 | $654K | Sell |
5,204
-655
| -11% | -$82.4K | 0.07% | 138 |
|
|
2024
Q3 | $611K | Sell |
5,859
-152
| -3% | -$15.8K | 0.06% | 140 |
|
|
2024
Q2 | $584K | Buy |
6,011
+569
| +10% | +$55.3K | 0.06% | 132 |
|
|
2024
Q1 | $512K | Buy |
+5,442
| New | +$512K | 0.05% | 140 |
|