First United 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 | $80K | Hold |
568
| – | – | 0.03% | 191 |
|
|
2025
Q1 | $66.3K | Hold |
568
| – | – | 0.02% | 203 |
|
|
2024
Q4 | $71.4K | Hold |
568
| – | – | 0.03% | 197 |
|
|
2024
Q3 | $59.2K | Sell |
568
-20
| -3% | -$2.09K | 0.02% | 214 |
|
|
2024
Q2 | $57.1K | Hold |
588
| – | – | 0.02% | 221 |
|
|
2024
Q1 | $55.4K | Buy |
588
+220
| +60% | +$20.7K | 0.02% | 229 |
|
|
2023
Q4 | $34.3K | Buy |
+368
| New | +$34.3K | 0.01% | 264 |
|