PIA
Perennial Investment Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $657K | Sell |
4,664
-1,163
| -20% | -$164K | 0.06% | 224 |
|
|
2025
Q1 | $680K | Buy |
5,827
+3,720
| +177% | +$434K | 0.08% | 201 |
|
|
2024
Q4 | $265K | Buy |
2,107
+25
| +1% | +$3.14K | 0.03% | 328 |
|
|
2024
Q3 | $217K | Buy |
+2,082
| New | +$217K | 0.03% | 349 |
|
|
2024
Q2 | – | Sell |
-2,056
| Closed | -$194K | – | 370 |
|
|
2024
Q1 | $194K | Buy |
+2,056
| New | +$194K | 0.03% | 328 |
|