Pinnacle Financial Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.88M | Buy |
24,657
+19,586
| +386% | +$2.29M | 0.06% | 196 |
|
|
2024
Q4 | $638K | Sell |
5,071
-242
| -5% | -$30.4K | 0.01% | 304 |
|
|
2024
Q3 | $554K | Buy |
5,313
+707
| +15% | +$73.7K | 0.01% | 317 |
|
|
2024
Q2 | $448K | Buy |
4,606
+293
| +7% | +$28.5K | 0.01% | 334 |
|
|
2024
Q1 | $406K | Buy |
4,313
+952
| +28% | +$89.6K | 0.01% | 341 |
|
|
2023
Q4 | $313K | Buy |
3,361
+600
| +22% | +$56K | 0.01% | 358 |
|
|
2023
Q3 | $225K | Sell |
2,761
-593
| -18% | -$48.4K | 0.01% | 369 |
|
|
2023
Q2 | $286K | Buy |
3,354
+704
| +27% | +$60.1K | 0.01% | 344 |
|
|
2023
Q1 | $233K | Buy |
+2,650
| New | +$233K | 0.01% | 367 |
|
|
2022
Q2 | – | Sell |
-3,090
| Closed | -$270K | – | 449 |
|
|
2022
Q1 | $270K | Sell |
3,090
-1,194
| -28% | -$104K | 0.01% | 329 |
|
|
2021
Q4 | $420K | Buy |
4,284
+14
| +0.3% | +$1.37K | 0.01% | 303 |
|
|
2021
Q3 | $416K | Sell |
4,270
-267
| -6% | -$26K | 0.01% | 297 |
|
|
2021
Q2 | $416K | Buy |
4,537
+168
| +4% | +$15.4K | 0.02% | 283 |
|
|
2021
Q1 | $340K | Buy |
4,369
+191
| +5% | +$14.9K | 0.02% | 286 |
|
|
2020
Q4 | $286K | Buy |
+4,178
| New | +$286K | 0.01% | 305 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$22K | – | 397 |
|
|
2017
Q2 | $22K | Buy |
+500
| New | +$22K | ﹤0.01% | 387 |
|