PAMG
Patton Albertson Miller Group’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
8,011
-42
| -0.5% | -$5.92K | 0.15% | 111 |
|
|
2025
Q1 | $940K | Buy |
8,053
+30
| +0.4% | +$3.5K | 0.14% | 121 |
|
|
2024
Q4 | $1.01M | Buy |
8,023
+60
| +0.8% | +$7.54K | 0.13% | 114 |
|
|
2024
Q3 | $830K | Buy |
7,963
+52
| +0.7% | +$5.42K | 0.11% | 120 |
|
|
2024
Q2 | $769K | Buy |
+7,911
| New | +$769K | 0.11% | 123 |
|
|
2018
Q4 | – | Sell |
-378
| Closed | -$16K | – | 217 |
|
|
2018
Q3 | $16K | Buy |
+378
| New | +$16K | 0.01% | 225 |
|