PEA
Park Edge Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Buy |
4,145
+28
| +0.7% | +$3.94K | 0.15% | 88 |
|
|
2025
Q1 | $480K | Buy |
4,117
+1,596
| +63% | +$186K | 0.13% | 88 |
|
|
2024
Q4 | $317K | Sell |
2,521
-490
| -16% | -$61.6K | 0.09% | 110 |
|
|
2024
Q3 | $314K | Buy |
3,011
+22
| +0.7% | +$2.29K | 0.09% | 115 |
|
|
2024
Q2 | $290K | Buy |
2,989
+21
| +0.7% | +$2.04K | 0.09% | 114 |
|
|
2024
Q1 | $279K | Buy |
2,968
+22
| +0.7% | +$2.07K | 0.08% | 105 |
|
|
2023
Q4 | $275K | Sell |
2,946
-5,314
| -64% | -$496K | 0.1% | 98 |
|
|
2023
Q3 | $675K | Buy |
8,260
+163
| +2% | +$13.3K | 0.24% | 51 |
|
|
2023
Q2 | $692K | Sell |
8,097
-2,375
| -23% | -$203K | 0.23% | 43 |
|
|
2023
Q1 | $919K | Buy |
10,472
+2,884
| +38% | +$253K | 0.35% | 30 |
|
|
2022
Q4 | $645K | Buy |
+7,588
| New | +$645K | 0.28% | 38 |
|