EA
Everpar Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
2,922
+135
| +5% | +$19K | 0.19% | 147 |
|
|
2025
Q1 | $325K | Sell |
2,787
-240
| -8% | -$28K | 0.17% | 164 |
|
|
2024
Q4 | $381K | Buy |
3,027
+243
| +9% | +$30.6K | 0.19% | 144 |
|
|
2024
Q3 | $290K | Sell |
2,784
-1,986
| -42% | -$207K | 0.15% | 193 |
|
|
2024
Q2 | $464K | Sell |
4,770
-191
| -4% | -$18.6K | 0.23% | 133 |
|
|
2024
Q1 | $467K | Sell |
4,961
-4,704
| -49% | -$443K | 0.28% | 118 |
|
|
2023
Q4 | $901K | Buy |
+9,665
| New | +$901K | 0.42% | 75 |
|