Union Savings Bank’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 | $92.5K | Hold |
649
| – | – | 0.04% | 184 |
|
|
2025
Q1 | $75.7K | Hold |
649
| – | – | 0.04% | 200 |
|
|
2024
Q4 | $81.6K | Hold |
649
| – | – | 0.04% | 195 |
|
|
2024
Q3 | $67.7K | Buy |
649
+150
| +30% | +$15.6K | 0.03% | 202 |
|
|
2024
Q2 | $48.5K | Buy |
499
+199
| +66% | +$19.3K | 0.03% | 218 |
|
|
2024
Q1 | $28.2K | Sell |
300
-90
| -23% | -$8.47K | 0.01% | 239 |
|
|
2023
Q4 | $36.4K | Buy |
390
+150
| +63% | +$14K | 0.02% | 230 |
|
|
2023
Q3 | $19.6K | Buy |
240
+150
| +167% | +$12.3K | 0.01% | 258 |
|
|
2023
Q2 | $8.24K | Buy |
+90
| New | +$8.24K | ﹤0.01% | 271 |
|