United Bank (Virginia)’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 | $634K | Hold |
4,500
| – | – | 0.08% | 85 |
|
|
2025
Q1 | $525K | Buy |
4,500
+2,500
| +125% | +$292K | 0.07% | 97 |
|
|
2024
Q4 | $251K | Hold |
2,000
| – | – | 0.03% | 118 |
|
|
2024
Q3 | $208K | Buy |
+2,000
| New | +$208K | 0.02% | 131 |
|
|
2024
Q2 | – | Sell |
-2,242
| Closed | -$211K | – | 148 |
|
|
2024
Q1 | $211K | Hold |
2,242
| – | – | 0.03% | 136 |
|
|
2023
Q4 | $209K | Buy |
+2,242
| New | +$209K | 0.03% | 138 |
|
|
2023
Q2 | – | Sell |
-3,746
| Closed | -$329K | – | 162 |
|
|
2023
Q1 | $329K | Buy |
3,746
+242
| +7% | +$21.2K | 0.04% | 117 |
|
|
2022
Q4 | $298K | Buy |
3,504
+100
| +3% | +$8.5K | 0.04% | 120 |
|
|
2022
Q3 | $269K | Buy |
+3,404
| New | +$269K | 0.04% | 129 |
|