First National Advisers’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 | $4.48M | Buy |
31,825
+476
| +2% | +$67K | 0.66% | 36 |
|
|
2025
Q1 | $3.66M | Sell |
31,349
-5,140
| -14% | -$600K | 0.59% | 49 |
|
|
2024
Q4 | $4.59M | Buy |
36,489
+1,557
| +4% | +$196K | 0.74% | 33 |
|
|
2024
Q3 | $3.64M | Buy |
34,932
+2,217
| +7% | +$231K | 0.58% | 48 |
|
|
2024
Q2 | $3.18M | Buy |
32,715
+16,160
| +98% | +$1.57M | 0.58% | 53 |
|
|
2024
Q1 | $1.52M | Buy |
16,555
+3,230
| +24% | +$296K | 0.34% | 97 |
|
|
2023
Q4 | $1.24M | Buy |
13,325
+4,787
| +56% | +$446K | 0.36% | 89 |
|
|
2023
Q3 | $697K | Buy |
8,538
+3,557
| +71% | +$290K | 0.31% | 103 |
|
|
2023
Q2 | $425K | Sell |
4,981
-1,481
| -23% | -$126K | 0.39% | 79 |
|
|
2023
Q1 | $567K | Buy |
6,462
+27
| +0.4% | +$2.37K | 0.64% | 61 |
|
|
2022
Q4 | $547K | Buy |
6,435
+667
| +12% | +$56.7K | 0.7% | 58 |
|
|
2022
Q3 | $456K | Buy |
5,768
+1,534
| +36% | +$121K | 0.68% | 54 |
|
|
2022
Q2 | $322K | Buy |
+4,234
| New | +$322K | 0.67% | 62 |
|