Pinnacle Financial Partners (Tennessee)’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 | $12.1M | Buy |
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|
2025
Q2 | $6.79M | Buy |
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|
2025
Q1 | $2.88M | Buy |
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|
2024
Q4 | $638K | Sell |
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|
2024
Q3 | $554K | Buy |
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|
2024
Q2 | $448K | Buy |
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|
2024
Q1 | $406K | Buy |
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|
2023
Q4 | $313K | Buy |
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|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $286K | Buy |
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|
2023
Q1 | $233K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $270K | Sell |
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|
2021
Q4 | $420K | Buy |
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|
2021
Q3 | $416K | Sell |
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|
2021
Q2 | $416K | Buy |
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|
2021
Q1 | $340K | Buy |
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|
2020
Q4 | $286K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $22K | Buy |
|