Mechanics Bank - Trust Department’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
$873K Sell
2025
Q2
$807K Buy
2025
Q1
$665K Buy
2024
Q4
$576K Hold
2024
Q3
$478K Sell
2024
Q2
$451K Buy
2024
Q1
$219K Buy
2023
Q4
$201K Buy