First National Advisers’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 | $5.17M | Buy |
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|
2025
Q2 | $4.48M | Buy |
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|
2025
Q1 | $3.66M | Sell |
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|
2024
Q4 | $4.59M | Buy |
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|
2024
Q3 | $3.64M | Buy |
|
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|
2024
Q2 | $3.18M | Buy |
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|
2024
Q1 | $1.52M | Buy |
|
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $697K | Buy |
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|
2023
Q2 | $425K | Sell |
|
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|
2023
Q1 | $567K | Buy |
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|
2022
Q4 | $547K | Buy |
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|
2022
Q3 | $456K | Buy |
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|
2022
Q2 | $322K | Buy |
|