Trust Asset Management’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
Q2 | $2.02M | Hold |
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|
2025
Q1 | $1.67M | Sell |
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|
2024
Q4 | $1.92M | Hold |
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|
2024
Q3 | $1.59M | Hold |
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|
2024
Q2 | $1.49M | Hold |
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|
2024
Q1 | $1.44M | Sell |
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|
2023
Q4 | $1.43M | Hold |
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|
2023
Q3 | $1.26M | Hold |
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|
2023
Q2 | $1.31M | Hold |
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|
2023
Q1 | $1.35M | Sell |
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|
2022
Q4 | $1.34M | Hold |
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|
2022
Q3 | $1.25M | Buy |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $1.4M | Hold |
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|
2021
Q3 | $1.38M | Buy |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $887K | Buy |
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|
2020
Q4 | $635K | Buy |
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|
2020
Q3 | $290K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $11K | Buy |
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