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Matrix Trust Company’s Morgan Stanley MS Stock Holding History

Matrix Trust Company’s Portfolio MS Stock Details MS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.29M Buy
16,242
+297
+2% +$41.8K 0.36% 39
2025
Q1 		$1.86M Sell
15,945
-283
-2% -$33K 0.31% 45
2024
Q4 		$2.04M Buy
+16,228
New +$2.04M 0.35% 37