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Trust Company’s Morgan Stanley MS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$106K Hold
755
0.01% 174
2025
Q1
$88.1K Hold
755
0.01% 189
2024
Q4
$94.9K Buy
+755
New +$94.9K 0.01% 178
2019
Q4
Sell
-162
Closed -$7K 316
2019
Q3
$7K Hold
162
0.01% 264
2019
Q2
$7K Hold
162
0.01% 263
2019
Q1
$7K Hold
162
﹤0.01% 292
2018
Q4
$6K Hold
162
﹤0.01% 283
2018
Q3
$8K Hold
162
﹤0.01% 283
2018
Q2
$8K Hold
162
﹤0.01% 286
2018
Q1
$9K Hold
162
﹤0.01% 283
2017
Q4
$9K Buy
+162
New +$9K ﹤0.01% 293
2015
Q3
Sell
-400
Closed -$16K 385
2015
Q2
$16K Hold
400
0.01% 263
2015
Q1
$14K Buy
+400
New +$14K 0.01% 229