Vest Financial’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
Q3
$3.38M Buy
2025
Q2
$2.42M Buy
2025
Q1
$1.44M Buy
2024
Q4
$893K Buy
2024
Q3
$609K Buy
2024
Q1
Sell
2023
Q4
$12.9M Buy
2023
Q3
$8.5M Buy
2023
Q2
$5.07M Buy
2023
Q1
$1.41M Buy
2022
Q4
$371K Buy