Old North State Trust’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 | $361K | Hold |
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|
2025
Q2 | $320K | Hold |
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|
2025
Q1 | $286K | Hold |
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|
2024
Q4 | $286K | Hold |
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|
2024
Q3 | $237K | Hold |
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|
2024
Q2 | $221K | Buy |
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|
2024
Q1 | $200K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $190K | Buy |
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|
2022
Q4 | $183K | Hold |
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|
2022
Q3 | $170K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $193K | Hold |
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|
2021
Q3 | $191K | Hold |
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|
2021
Q2 | $180K | Hold |
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|
2021
Q1 | $152K | Buy |
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