First Citizens Bank & 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 | $1.59M | Sell |
11,253
-20,877
| -65% | -$2.94M | 0.03% | 213 |
|
|
2025
Q1 | $3.75M | Buy |
32,130
+475
| +2% | +$55.4K | 0.1% | 128 |
|
|
2024
Q4 | $3.98M | Sell |
31,655
-1,304
| -4% | -$164K | 0.07% | 120 |
|
|
2024
Q3 | $3.44M | Sell |
32,959
-124
| -0.4% | -$12.9K | 0.08% | 146 |
|
|
2024
Q2 | $3.22M | Buy |
33,083
+581
| +2% | +$56.5K | 0.06% | 143 |
|
|
2024
Q1 | $3.06M | Buy |
32,502
+4,896
| +18% | +$461K | 0.06% | 153 |
|
|
2023
Q4 | $2.57M | Sell |
27,606
-5,433
| -16% | -$507K | 0.05% | 141 |
|
|
2023
Q3 | $2.7M | Sell |
33,039
-2,504
| -7% | -$205K | 0.05% | 130 |
|
|
2023
Q2 | $3.04M | Sell |
35,543
-1,456
| -4% | -$124K | 0.06% | 126 |
|
|
2023
Q1 | $3.25M | Sell |
36,999
-30,363
| -45% | -$2.67M | 0.06% | 110 |
|
|
2022
Q4 | $5.73M | Sell |
67,362
-1,002
| -1% | -$85.2K | 0.17% | 54 |
|
|
2022
Q3 | $5.4M | Sell |
68,364
-5,070
| -7% | -$401K | 0.18% | 56 |
|
|
2022
Q2 | $5.59M | Sell |
73,434
-8
| -0% | -$609 | 0.2% | 54 |
|
|
2022
Q1 | $6.42M | Buy |
73,442
+2,480
| +3% | +$217K | 0.25% | 56 |
|
|
2021
Q4 | $6.97M | Sell |
70,962
-11,395
| -14% | -$1.12M | 0.27% | 51 |
|
|
2021
Q3 | $8.01M | Buy |
82,357
+1,175
| +1% | +$114K | 0.38% | 37 |
|
|
2021
Q2 | $7.44M | Sell |
81,182
-4,824
| -6% | -$442K | 0.35% | 37 |
|
|
2021
Q1 | $6.68M | Sell |
86,006
-64
| -0.1% | -$4.97K | 0.31% | 41 |
|
|
2020
Q4 | $5.9M | Sell |
86,070
-6,281
| -7% | -$430K | 0.3% | 48 |
|
|
2020
Q3 | $4.47M | Sell |
92,351
-13,441
| -13% | -$650K | 0.31% | 60 |
|
|
2020
Q2 | $5.11M | Buy |
105,792
+15,744
| +17% | +$760K | 0.43% | 54 |
|
|
2020
Q1 | $3.06M | Buy |
90,048
+4,061
| +5% | +$138K | 0.37% | 67 |
|
|
2019
Q4 | $4.4M | Buy |
85,987
+202
| +0.2% | +$10.3K | 0.42% | 62 |
|
|
2019
Q3 | $3.66M | Sell |
85,785
-1,150
| -1% | -$49.1K | 0.44% | 66 |
|
|
2019
Q2 | $3.81M | Buy |
86,935
+872
| +1% | +$38.2K | 0.42% | 60 |
|
|
2019
Q1 | $3.63M | Buy |
86,063
+46,118
| +115% | +$1.95M | 0.4% | 62 |
|
|
2018
Q4 | $1.58M | Sell |
39,945
-1,082
| -3% | -$42.9K | 0.19% | 130 |
|
|
2018
Q3 | $1.91M | Sell |
41,027
-518
| -1% | -$24.1K | 0.21% | 129 |
|
|
2018
Q2 | $1.97M | Sell |
41,545
-19,762
| -32% | -$937K | 0.24% | 118 |
|
|
2018
Q1 | $3.31M | Buy |
61,307
+163
| +0.3% | +$8.8K | 0.45% | 60 |
|
|
2017
Q4 | $3.21M | Buy |
61,144
+8,754
| +17% | +$459K | 0.43% | 66 |
|
|
2017
Q3 | $2.52M | Buy |
52,390
+43,064
| +462% | +$2.07M | 0.33% | 91 |
|
|
2017
Q2 | $416K | Sell |
9,326
-162
| -2% | -$7.23K | 0.05% | 294 |
|
|
2017
Q1 | $406K | Buy |
9,488
+34
| +0.4% | +$1.46K | 0.05% | 280 |
|
|
2016
Q4 | $399K | Buy |
+9,454
| New | +$399K | 0.04% | 260 |
|
|
2016
Q1 | – | Sell |
-171,717
| Closed | -$5.46M | – | 444 |
|
|
2015
Q4 | $5.46M | Buy |
171,717
+1,687
| +1% | +$53.7K | 0.4% | 79 |
|
|
2015
Q3 | $5.36M | Sell |
170,030
-4,310
| -2% | -$136K | 0.4% | 80 |
|
|
2015
Q2 | $6.76M | Sell |
174,340
-13,587
| -7% | -$527K | 0.47% | 71 |
|
|
2015
Q1 | $6.71M | Sell |
187,927
-1,702
| -0.9% | -$60.7K | 0.46% | 73 |
|
|
2014
Q4 | $7.36M | Buy |
189,629
+1,396
| +0.7% | +$54.2K | 0.56% | 67 |
|
|
2014
Q3 | $6.51M | Sell |
188,233
-1,339
| -0.7% | -$46.3K | 0.53% | 70 |
|
|
2014
Q2 | $6.13M | Buy |
+189,572
| New | +$6.13M | 0.52% | 76 |
|
|
2013
Q4 | – | Sell |
-143,444
| Closed | -$3.87M | – | 628 |
|
|
2013
Q3 | $3.87M | Buy |
143,444
+1,320
| +0.9% | +$35.6K | 0.15% | 159 |
|
|
2013
Q2 | $3.47M | Buy |
+142,124
| New | +$3.47M | 0.14% | 159 |
|