Morgan Stanley’s Perma-Fix Environmental Services PESI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $286K | Sell |
26,718
-40,013
| -60% | -$550K | ﹤0.01% | 5717 |
|
|
2025
Q4 | $840K | Sell |
66,731
-32,916
| -33% | -$420K | ﹤0.01% | 5273 |
|
|
2025
Q3 | $1.01M | Buy |
99,647
+30,611
| +44% | +$338K | ﹤0.01% | 5174 |
|
|
2025
Q2 | $726K | Buy |
69,036
+32,283
| +88% | +$297K | ﹤0.01% | 5273 |
|
|
2025
Q1 | $267K | Sell |
36,753
-4,241
| -10% | -$38.1K | ﹤0.01% | 5612 |
|
|
2024
Q4 | $454K | Buy |
40,994
+2,151
| +6% | +$28.3K | ﹤0.01% | 5462 |
|
|
2024
Q3 | $477K | Buy |
38,843
+25,339
| +188% | +$271K | ﹤0.01% | 5422 |
|
|
2024
Q2 | $137K | Buy |
13,504
+11,652
| +629% | +$129K | ﹤0.01% | 5845 |
|
|
2024
Q1 | $22K | Sell |
1,852
-9,210
| -83% | -$79.6K | ﹤0.01% | 6460 |
|
|
2023
Q4 | $86.9K | Buy |
11,062
+9,806
| +781% | +$82.9K | ﹤0.01% | 6211 |
|
|
2023
Q3 | $13.1K | Buy |
1,256
+556
| +79% | +$6.13K | ﹤0.01% | 6626 |
|
|
2023
Q2 | $7.69K | Buy |
700
+279
| +66% | +$2.91K | ﹤0.01% | 6895 |
|
|
2023
Q1 | $4.96K | Buy |
421
+221
| +111% | +$1.44K | ﹤0.01% | 7053 |
|
|
2022
Q4 | $706 | Sell |
200
-10,634
| -98% | -$40.9K | ﹤0.01% | 7521 |
|
|
2022
Q3 | $49K | Buy |
10,834
+5,608
| +107% | +$28.8K | ﹤0.01% | 6416 |
|
|
2022
Q2 | $27K | Sell |
5,226
-70
| -1% | -$388 | ﹤0.01% | 6872 |
|
|
2022
Q1 | $30K | Sell |
5,296
-4,404
| -45% | -$25.8K | ﹤0.01% | 6962 |
|
|
2021
Q4 | $61K | Sell |
9,700
-1
| -0% | -$7 | ﹤0.01% | 6717 |
|
|
2021
Q3 | $65K | Buy |
9,701
+1
| +0% | +$6 | ﹤0.01% | 6594 |
|
|
2021
Q2 | $69K | Hold |
9,700
| – | – | ﹤0.01% | 6521 |
|
|
2021
Q1 | $71K | Buy |
9,700
+9,500
| +4,750% | +$64.3K | ﹤0.01% | 6187 |
|
|
2020
Q4 | $1K | Hold |
200
| – | – | ﹤0.01% | 6959 |
|
|
2020
Q3 | $1K | Sell |
200
-1,343
| -87% | -$9.24K | ﹤0.01% | 6663 |
|
|
2020
Q2 | $10K | Hold |
1,543
| – | – | ﹤0.01% | 6160 |
|
|
2020
Q1 | $8K | Hold |
1,543
| – | – | ﹤0.01% | 6080 |
|
|
2019
Q4 | $14K | Hold |
1,543
| – | – | ﹤0.01% | 6188 |
|
|
2019
Q3 | $7K | Hold |
1,543
| – | – | ﹤0.01% | 6301 |
|
|
2019
Q2 | $6K | Buy |
1,543
+1,343
| +672% | +$5.4K | ﹤0.01% | 6268 |
|
|
2019
Q1 | $1K | Sell |
200
-1,843
| -90% | -$6.13K | ﹤0.01% | 6527 |
|
|
2018
Q4 | $5K | Buy |
2,043
+500
| +32% | +$1.67K | ﹤0.01% | 6296 |
|
|
2018
Q3 | $6K | Hold |
1,543
| – | – | ﹤0.01% | 6412 |
|
|
2018
Q2 | $7K | Hold |
1,543
| – | – | ﹤0.01% | 6372 |
|
|
2018
Q1 | $6K | Hold |
1,543
| – | – | ﹤0.01% | 6367 |
|
|
2017
Q4 | $6K | Buy |
1,543
+200
| +15% | +$759 | ﹤0.01% | 6313 |
|
|
2017
Q3 | $5K | Buy |
+1,343
| New | +$4.92K | ﹤0.01% | 6295 |
|
|
2016
Q2 | – | Sell |
-19
| Closed | – | – | 6612 |
|
|
2016
Q1 | $0 | Sell |
19
-1
| -5% | -$4 | ﹤0.01% | 6669 |
|
|
2015
Q4 | $0 | Buy |
+20
| New | +$80 | ﹤0.01% | 6752 |
|
|
2015
Q3 | – | Sell |
-20
| Closed | – | – | 6689 |
|
|
2015
Q2 | $0 | Buy |
+20
| New | +$73 | ﹤0.01% | 6720 |
|
|
2015
Q1 | – | Sell |
-19
| Closed | – | – | 6622 |
|
|
2014
Q4 | $0 | Hold |
19
| – | – | ﹤0.01% | 6639 |
|
|
2014
Q3 | $0 | Buy |
+19
| New | +$80 | ﹤0.01% | 6636 |
|
|
2014
Q2 | – | Sell |
-19
| Closed | – | – | 6575 |
|
|
2014
Q1 | $0 | Buy |
+19
| New | +$68 | ﹤0.01% | 6522 |
|
Other funds holding PESI
MCO
PGCM
VCM
HA
PCM
