PAM
Palisade Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64M | Buy |
25,858
+170
| +0.7% | +$23.9K | 0.36% | 64 |
|
|
2025
Q1 | $3M | Buy |
25,688
+349
| +1% | +$40.7K | 0.31% | 71 |
|
|
2024
Q4 | $3.19M | Sell |
25,339
-375
| -1% | -$47.1K | 0.32% | 67 |
|
|
2024
Q3 | $2.68M | Buy |
25,714
+993
| +4% | +$104K | 0.26% | 76 |
|
|
2024
Q2 | $2.4M | Sell |
24,721
-6,404
| -21% | -$622K | 0.25% | 80 |
|
|
2024
Q1 | $2.93M | Sell |
31,125
-100
| -0.3% | -$9.42K | 0.29% | 79 |
|
|
2023
Q4 | $2.91M | Buy |
31,225
+20
| +0.1% | +$1.87K | 0.32% | 74 |
|
|
2023
Q3 | $2.55M | Buy |
31,205
+842
| +3% | +$68.8K | 0.31% | 73 |
|
|
2023
Q2 | $2.59M | Buy |
30,363
+561
| +2% | +$47.9K | 0.3% | 73 |
|
|
2023
Q1 | $2.62M | Buy |
29,802
+186
| +0.6% | +$16.3K | 0.32% | 70 |
|
|
2022
Q4 | $2.52M | Buy |
29,616
+522
| +2% | +$44.4K | 0.29% | 76 |
|
|
2022
Q3 | $2.3M | Buy |
29,094
+162
| +0.6% | +$12.8K | 0.32% | 72 |
|
|
2022
Q2 | $2.2M | Sell |
28,932
-24
| -0.1% | -$1.83K | 0.28% | 77 |
|
|
2022
Q1 | $2.53M | Hold |
28,956
| – | – | 0.29% | 74 |
|
|
2021
Q4 | $2.84M | Buy |
28,956
+114
| +0.4% | +$11.2K | 0.32% | 71 |
|
|
2021
Q3 | $2.81M | Sell |
28,842
-48
| -0.2% | -$4.67K | 0.34% | 71 |
|
|
2021
Q2 | $2.65M | Sell |
28,890
-24
| -0.1% | -$2.2K | 0.31% | 71 |
|
|
2021
Q1 | $2.25M | Buy |
28,914
+250
| +0.9% | +$19.4K | 0.29% | 73 |
|
|
2020
Q4 | $1.96M | Buy |
28,664
+854
| +3% | +$58.5K | 0.27% | 80 |
|
|
2020
Q3 | $1.35M | Hold |
27,810
| – | – | 0.2% | 87 |
|
|
2020
Q2 | $1.34M | Hold |
27,810
| – | – | 0.21% | 83 |
|
|
2020
Q1 | $946K | Hold |
27,810
| – | – | 0.17% | 90 |
|
|
2019
Q4 | $1.42M | Hold |
27,810
| – | – | 0.21% | 85 |
|
|
2019
Q3 | $1.19M | Hold |
27,810
| – | – | 0.18% | 90 |
|
|
2019
Q2 | $1.22M | Sell |
27,810
-700
| -2% | -$30.7K | 0.19% | 90 |
|
|
2019
Q1 | $1.2M | Hold |
28,510
| – | – | 0.19% | 92 |
|
|
2018
Q4 | $1.13M | Hold |
28,510
| – | – | 0.17% | 87 |
|
|
2018
Q3 | $1.33M | Sell |
28,510
-110
| -0.4% | -$5.12K | 0.18% | 85 |
|
|
2018
Q2 | $1.36M | Hold |
28,620
| – | – | 0.2% | 85 |
|
|
2018
Q1 | $1.54M | Hold |
28,620
| – | – | 0.23% | 80 |
|
|
2017
Q4 | $1.5M | Buy |
28,620
+4,000
| +16% | +$210K | 0.24% | 77 |
|
|
2017
Q3 | $1.19M | Buy |
+24,620
| New | +$1.19M | 0.22% | 81 |
|