Mechanics Financial Corp’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 | $1.05M | Buy |
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|
2025
Q2 | $913K | Sell |
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|
2025
Q1 | $909K | Hold |
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|
2024
Q4 | $979K | Sell |
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|
2024
Q3 | $815K | Buy |
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|
2024
Q2 | $738K | Buy |
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|
2024
Q1 | $699K | Buy |
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|
2023
Q4 | $671K | Hold |
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|
2023
Q3 | $588K | Hold |
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|
2023
Q2 | $615K | Buy |
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|
2023
Q1 | $625K | Hold |
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|
2022
Q4 | $605K | Hold |
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|
2022
Q3 | $563K | Buy |
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|
2022
Q2 | $539K | Buy |
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|
2022
Q1 | $581K | Buy |
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|
2021
Q4 | $633K | Buy |
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