Mechanics Financial Corp’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 | $913K | Sell |
6,481
-1,307
| -17% | -$184K | 0.39% | 56 |
|
|
2025
Q1 | $909K | Hold |
7,788
| – | – | 0.41% | 56 |
|
|
2024
Q4 | $979K | Sell |
7,788
-35
| -0.4% | -$4.4K | 0.44% | 53 |
|
|
2024
Q3 | $815K | Buy |
7,823
+225
| +3% | +$23.5K | 0.36% | 61 |
|
|
2024
Q2 | $738K | Buy |
7,598
+172
| +2% | +$16.7K | 0.38% | 60 |
|
|
2024
Q1 | $699K | Buy |
7,426
+225
| +3% | +$21.2K | 0.36% | 64 |
|
|
2023
Q4 | $671K | Hold |
7,201
| – | – | 0.38% | 58 |
|
|
2023
Q3 | $588K | Hold |
7,201
| – | – | 0.32% | 60 |
|
|
2023
Q2 | $615K | Buy |
7,201
+80
| +1% | +$6.83K | 0.33% | 58 |
|
|
2023
Q1 | $625K | Hold |
7,121
| – | – | 0.36% | 53 |
|
|
2022
Q4 | $605K | Hold |
7,121
| – | – | 0.36% | 57 |
|
|
2022
Q3 | $563K | Buy |
7,121
+35
| +0.5% | +$2.77K | 0.37% | 54 |
|
|
2022
Q2 | $539K | Buy |
7,086
+440
| +7% | +$33.5K | 0.32% | 58 |
|
|
2022
Q1 | $581K | Buy |
6,646
+195
| +3% | +$17K | 0.3% | 59 |
|
|
2021
Q4 | $633K | Buy |
+6,451
| New | +$633K | 0.3% | 59 |
|