Pinnacle Bancorp’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 | $707K | Buy |
5,022
+75
| +2% | +$10.6K | 0.22% | 83 |
|
|
2025
Q1 | $577K | Sell |
4,947
-455
| -8% | -$53.1K | 0.19% | 100 |
|
|
2024
Q4 | $679K | Sell |
5,402
-88
| -2% | -$11.1K | 0.22% | 86 |
|
|
2024
Q3 | $572K | Buy |
5,490
+540
| +11% | +$56.3K | 0.15% | 100 |
|
|
2024
Q2 | $481K | Buy |
4,950
+50
| +1% | +$4.86K | 0.14% | 104 |
|
|
2024
Q1 | $461K | Sell |
4,900
-548
| -10% | -$51.6K | 0.14% | 108 |
|
|
2023
Q4 | $508K | Buy |
5,448
+312
| +6% | +$29.1K | 0.17% | 98 |
|
|
2023
Q3 | $419K | Buy |
5,136
+478
| +10% | +$39K | 0.15% | 103 |
|
|
2023
Q2 | $398K | Buy |
4,658
+260
| +6% | +$22.2K | 0.14% | 107 |
|
|
2023
Q1 | $386K | Buy |
4,398
+18
| +0.4% | +$1.58K | 0.14% | 113 |
|
|
2022
Q4 | $372K | Buy |
4,380
+172
| +4% | +$14.6K | 0.14% | 110 |
|
|
2022
Q3 | $332K | Buy |
4,208
+121
| +3% | +$9.55K | 0.14% | 103 |
|
|
2022
Q2 | $311K | Sell |
4,087
-573
| -12% | -$43.6K | 0.13% | 113 |
|
|
2022
Q1 | $407K | Buy |
4,660
+1,303
| +39% | +$114K | 0.14% | 100 |
|
|
2021
Q4 | $330K | Buy |
3,357
+155
| +5% | +$15.2K | 0.12% | 130 |
|
|
2021
Q3 | $312K | Buy |
3,202
+225
| +8% | +$21.9K | 0.12% | 130 |
|
|
2021
Q2 | $273K | Buy |
2,977
+2,680
| +902% | +$246K | 0.12% | 138 |
|
|
2021
Q1 | $23K | Buy |
297
+138
| +87% | +$10.7K | 0.01% | 470 |
|
|
2020
Q4 | $11K | Buy |
+159
| New | +$11K | 0.01% | 529 |
|
|
2017
Q1 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 614 |
|