Morgan Stanley’s First United FUNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
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|
2025
Q1 | $1.28M | Buy |
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|
2024
Q4 | $708K | Buy |
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|
2024
Q3 | $527K | Buy |
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|
2024
Q2 | $327K | Sell |
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|
2024
Q1 | $471K | Sell |
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|
2023
Q4 | $826K | Buy |
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|
2023
Q3 | $268K | Sell |
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|
2023
Q2 | $239K | Sell |
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|
2023
Q1 | $292K | Sell |
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|
2022
Q4 | $340K | Sell |
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|
2022
Q3 | $322K | Sell |
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|
2022
Q2 | $401K | Sell |
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|
2022
Q1 | $509K | Sell |
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|
2021
Q4 | $425K | Sell |
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|
2021
Q3 | $437K | Sell |
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|
2021
Q2 | $437K | Sell |
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|
2021
Q1 | $473K | Sell |
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|
2020
Q4 | $518K | Buy |
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|
2020
Q3 | $328K | Sell |
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|
2020
Q2 | $398K | Buy |
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|
2020
Q1 | $423K | Sell |
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|
2019
Q4 | $781K | Buy |
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|
2019
Q3 | $683K | Sell |
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|
2019
Q2 | $764K | Buy |
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|
2019
Q1 | $438K | Sell |
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|
2018
Q4 | $405K | Buy |
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|
2018
Q3 | $462K | Sell |
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|
2018
Q2 | $614K | Buy |
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|
2018
Q1 | $186K | Sell |
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|
2017
Q4 | $183K | Sell |
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|
2017
Q3 | $189K | Sell |
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|
2017
Q2 | $179K | Buy |
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|
2017
Q1 | $142K | Buy |
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|
2016
Q4 | $124K | Buy |
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|
2016
Q3 | $96K | Hold |
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|
2016
Q2 | $77K | Sell |
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|
2016
Q1 | $116K | Buy |
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|
2015
Q4 | $78K | Buy |
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|
2015
Q3 | $38K | Sell |
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|
2015
Q2 | $40K | Buy |
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|
2015
Q1 | $43K | Sell |
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|
2014
Q4 | $40K | Buy |
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|
2014
Q3 | $28K | Buy |
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|
2014
Q2 | $31K | Buy |
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|
2014
Q1 | $21K | Sell |
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|
2013
Q4 | $25K | Buy |
|