Providence First 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 | $681K | Hold |
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|
2025
Q2 | $603K | Buy |
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|
2025
Q1 | $486K | Sell |
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|
2024
Q4 | $539K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3.04M | Buy |
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|
2020
Q3 | $1.36M | Sell |
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|
2020
Q2 | $2.23M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.64M | Hold |
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|
2018
Q1 | $1.87M | Buy |
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|
2017
Q4 | $1.43M | Hold |
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|
2017
Q3 | $1.32M | Buy |
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|
2017
Q2 | $679K | Buy |
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