Pennsylvania Capital Management’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 | $1.31M | Buy |
9,315
+448
| +5% | +$63.1K | 0.42% | 39 |
|
|
2025
Q1 | $1.03M | Buy |
8,867
+49
| +0.6% | +$5.72K | 0.38% | 37 |
|
|
2024
Q4 | $1.11M | Buy |
8,818
+26
| +0.3% | +$3.27K | 0.38% | 35 |
|
|
2024
Q3 | $916K | Buy |
8,792
+35
| +0.4% | +$3.65K | 0.33% | 39 |
|
|
2024
Q2 | $851K | Hold |
8,757
| – | – | 0.33% | 36 |
|
|
2024
Q1 | $825K | Sell |
8,757
-346
| -4% | -$32.6K | 0.34% | 41 |
|
|
2023
Q4 | $849K | Sell |
9,103
-26
| -0.3% | -$2.43K | 0.34% | 41 |
|
|
2023
Q3 | $746K | Buy |
9,129
+17
| +0.2% | +$1.39K | 0.31% | 43 |
|
|
2023
Q2 | $778K | Buy |
9,112
+9
| +0.1% | +$769 | 0.33% | 41 |
|
|
2023
Q1 | $799K | Hold |
9,103
| – | – | 0.39% | 40 |
|
|
2022
Q4 | $814K | Sell |
9,103
-756
| -8% | -$67.6K | 0.43% | 41 |
|
|
2022
Q3 | $779K | Buy |
9,859
+756
| +8% | +$59.7K | 0.43% | 31 |
|
|
2022
Q2 | $692K | Buy |
9,103
+1,213
| +15% | +$92.2K | 0.37% | 38 |
|
|
2022
Q1 | $690K | Hold |
7,890
| – | – | 0.29% | 43 |
|
|
2021
Q4 | $774K | Hold |
7,890
| – | – | 0.26% | 47 |
|
|
2021
Q3 | $803K | Buy |
+7,890
| New | +$803K | 0.36% | 38 |
|