Guerra Pan Advisors’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 | $456K | Hold |
3,239
| – | – | 0.3% | 66 |
|
|
2025
Q1 | $378K | Hold |
3,239
| – | – | 0.3% | 73 |
|
|
2024
Q4 | $407K | Hold |
3,239
| – | – | 0.29% | 72 |
|
|
2024
Q3 | $338K | Hold |
3,239
| – | – | 0.27% | 79 |
|
|
2024
Q2 | $315K | Hold |
3,239
| – | – | 0.26% | 79 |
|
|
2024
Q1 | $305K | Hold |
3,239
| – | – | 0.28% | 78 |
|
|
2023
Q4 | $302K | Hold |
3,239
| – | – | 0.29% | 80 |
|
|
2023
Q3 | $265K | Hold |
3,239
| – | – | 0.31% | 76 |
|
|
2023
Q2 | $277K | Hold |
3,239
| – | – | 0.31% | 77 |
|
|
2023
Q1 | $284K | Hold |
3,239
| – | – | 0.36% | 73 |
|
|
2022
Q4 | $275K | Hold |
3,239
| – | – | 0.38% | 71 |
|
|
2022
Q3 | $256K | Hold |
3,239
| – | – | 0.37% | 69 |
|
|
2022
Q2 | $273K | Hold |
3,239
| – | – | 0.34% | 72 |
|
|
2022
Q1 | $266K | Hold |
3,239
| – | – | 0.32% | 77 |
|
|
2021
Q4 | $318K | Buy |
+3,239
| New | +$318K | 0.32% | 80 |
|