Missouri Trust & Investment Company’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 | $528K | Hold |
3,750
| – | – | 0.17% | 93 |
|
|
2025
Q1 | $438K | Hold |
3,750
| – | – | 0.15% | 97 |
|
|
2024
Q4 | $471K | Hold |
3,750
| – | – | 0.17% | 93 |
|
|
2024
Q3 | $391K | Hold |
3,750
| – | – | 0.14% | 104 |
|
|
2024
Q2 | $364K | Hold |
3,750
| – | – | 0.14% | 103 |
|
|
2024
Q1 | $353K | Buy |
3,750
+375
| +11% | +$35.3K | 0.14% | 107 |
|
|
2023
Q4 | $315K | Sell |
3,375
-600
| -15% | -$56K | 0.13% | 107 |
|
|
2023
Q3 | $325K | Sell |
3,975
-86
| -2% | -$7.02K | 0.15% | 96 |
|
|
2023
Q2 | $347K | Buy |
4,061
+1,910
| +89% | +$163K | 0.2% | 93 |
|
|
2023
Q1 | $189K | Sell |
2,151
-114
| -5% | -$10K | 0.12% | 111 |
|
|
2022
Q4 | $193K | Hold |
2,265
| – | – | 0.12% | 110 |
|
|
2022
Q3 | $179K | Sell |
2,265
-375
| -14% | -$29.6K | 0.12% | 103 |
|
|
2022
Q2 | $201K | Hold |
2,640
| – | – | 0.13% | 101 |
|
|
2022
Q1 | $231K | Buy |
2,640
+150
| +6% | +$13.1K | 0.14% | 99 |
|
|
2021
Q4 | $244K | Buy |
+2,490
| New | +$244K | 0.14% | 100 |
|