Sanibel Captiva Trust Company’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 | $2.01M | Buy |
14,259
+915
| +7% | +$129K | 0.06% | 172 |
|
|
2025
Q1 | $1.56M | Buy |
13,344
+1,277
| +11% | +$149K | 0.05% | 185 |
|
|
2024
Q4 | $1.52M | Buy |
12,067
+3,160
| +35% | +$397K | 0.05% | 187 |
|
|
2024
Q3 | $928K | Buy |
8,907
+3,315
| +59% | +$346K | 0.03% | 225 |
|
|
2024
Q2 | $543K | Buy |
5,592
+614
| +12% | +$59.7K | 0.02% | 254 |
|
|
2024
Q1 | $469K | Buy |
4,978
+33
| +0.7% | +$3.11K | 0.02% | 262 |
|
|
2023
Q4 | $461K | Buy |
+4,945
| New | +$461K | 0.02% | 246 |
|