Pennsylvania Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.48M | Buy |
|
|||||
|
2025
Q2 | $1.31M | Buy |
|
|||||
|
2025
Q1 | $1.03M | Buy |
|
|||||
|
2024
Q4 | $1.11M | Buy |
|
|||||
|
2024
Q3 | $916K | Buy |
|
|||||
|
2024
Q2 | $851K | Hold |
|
|||||
|
2024
Q1 | $825K | Sell |
|
|||||
|
2023
Q4 | $849K | Sell |
|
|||||
|
2023
Q3 | $746K | Buy |
|
|||||
|
2023
Q2 | $778K | Buy |
|
|||||
|
2023
Q1 | $799K | Hold |
|
|||||
|
2022
Q4 | $814K | Sell |
|
|||||
|
2022
Q3 | $779K | Buy |
|
|||||
|
2022
Q2 | $692K | Buy |
|
|||||
|
2022
Q1 | $690K | Hold |
|
|||||
|
2021
Q4 | $774K | Hold |
|
|||||
|
2021
Q3 | $803K | Buy |
|