United Community 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 | $283K | Buy |
2,012
+98
| +5% | +$13.8K | 0.1% | 156 |
|
|
2025
Q1 | $223K | Buy |
1,914
+85
| +5% | +$9.92K | 0.08% | 172 |
|
|
2024
Q4 | $230K | Sell |
1,829
-494
| -21% | -$62.1K | 0.09% | 156 |
|
|
2024
Q3 | $242K | Sell |
2,323
-10
| -0.4% | -$1.04K | 0.09% | 161 |
|
|
2024
Q2 | $227K | Buy |
2,333
+332
| +17% | +$32.3K | 0.09% | 174 |
|
|
2024
Q1 | $188K | Buy |
2,001
+16
| +0.8% | +$1.51K | 0.07% | 185 |
|
|
2023
Q4 | $185K | Buy |
1,985
+127
| +7% | +$11.8K | 0.08% | 192 |
|
|
2023
Q3 | $152K | Buy |
+1,858
| New | +$152K | 0.07% | 177 |
|