Guerra Pan Advisors’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
Q2 | $456K | Hold |
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|
2025
Q1 | $378K | Hold |
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|
2024
Q4 | $407K | Hold |
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|
2024
Q3 | $338K | Hold |
|
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|
2024
Q2 | $315K | Hold |
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|
2024
Q1 | $305K | Hold |
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|
2023
Q4 | $302K | Hold |
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|
2023
Q3 | $265K | Hold |
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|
2023
Q2 | $277K | Hold |
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|
2023
Q1 | $284K | Hold |
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|
2022
Q4 | $275K | Hold |
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|
2022
Q3 | $256K | Hold |
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|
2022
Q2 | $273K | Hold |
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|
2022
Q1 | $266K | Hold |
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|
2021
Q4 | $318K | Buy |
|