PAI
Pittenger & Anderson Inc’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4M | Sell |
159,347
-320
| -0.2% | -$45.1K | 0.82% | 31 |
|
|
2025
Q1 | $18.6M | Hold |
159,667
| – | – | 0.68% | 38 |
|
|
2024
Q4 | $20.1M | Buy |
159,667
+1,679
| +1% | +$211K | 0.73% | 31 |
|
|
2024
Q3 | $16.5M | Buy |
157,988
+1,928
| +1% | +$201K | 0.62% | 43 |
|
|
2024
Q2 | $15.2M | Sell |
156,060
-100
| -0.1% | -$9.72K | 0.62% | 45 |
|
|
2024
Q1 | $14.7M | Sell |
156,160
-130
| -0.1% | -$12.2K | 0.6% | 50 |
|
|
2023
Q4 | $14.6M | Buy |
156,290
+266
| +0.2% | +$24.8K | 0.65% | 44 |
|
|
2023
Q3 | $12.7M | Buy |
156,024
+2,925
| +2% | +$239K | 0.64% | 45 |
|
|
2023
Q2 | $13.1M | Sell |
153,099
-920
| -0.6% | -$78.6K | 0.63% | 45 |
|
|
2023
Q1 | $13.5M | Sell |
154,019
-2,815
| -2% | -$247K | 0.7% | 39 |
|
|
2022
Q4 | $13.3M | Hold |
156,834
| – | – | 0.73% | 40 |
|
|
2022
Q3 | $12.4M | Sell |
156,834
-795
| -0.5% | -$62.8K | 0.74% | 40 |
|
|
2022
Q2 | $12M | Sell |
157,629
-5,687
| -3% | -$433K | 0.7% | 44 |
|
|
2022
Q1 | $14.3M | Sell |
163,316
-1,311
| -0.8% | -$115K | 0.7% | 43 |
|
|
2021
Q4 | $16.2M | Buy |
164,627
+1,463
| +0.9% | +$144K | 0.75% | 43 |
|
|
2021
Q3 | $15.9M | Buy |
163,164
+1,790
| +1% | +$174K | 0.8% | 37 |
|
|
2021
Q2 | $14.8M | Buy |
161,374
+1,075
| +0.7% | +$98.6K | 0.76% | 38 |
|
|
2021
Q1 | $12.4M | Buy |
160,299
+47,667
| +42% | +$3.7M | 0.67% | 40 |
|
|
2020
Q4 | $7.72M | Buy |
112,632
+14,800
| +15% | +$1.01M | 0.44% | 68 |
|
|
2020
Q3 | $4.73M | Buy |
97,832
+15,342
| +19% | +$742K | 0.3% | 87 |
|
|
2020
Q2 | $3.98M | Buy |
82,490
+500
| +0.6% | +$24.1K | 0.28% | 91 |
|
|
2020
Q1 | $2.79M | Buy |
81,990
+10,565
| +15% | +$359K | 0.24% | 100 |
|
|
2019
Q4 | $3.65M | Sell |
71,425
-5,100
| -7% | -$261K | 0.24% | 102 |
|
|
2019
Q3 | $3.27M | Sell |
76,525
-775
| -1% | -$33.1K | 0.24% | 107 |
|
|
2019
Q2 | $3.39M | Sell |
77,300
-8,250
| -10% | -$361K | 0.25% | 107 |
|
|
2019
Q1 | $3.61M | Sell |
85,550
-825
| -1% | -$34.8K | 0.28% | 99 |
|
|
2018
Q4 | $3.43M | Sell |
86,375
-12,310
| -12% | -$488K | 0.31% | 90 |
|
|
2018
Q3 | $4.6M | Buy |
98,685
+3,500
| +4% | +$163K | 0.36% | 83 |
|
|
2018
Q2 | $4.51M | Buy |
95,185
+500
| +0.5% | +$23.7K | 0.39% | 76 |
|
|
2018
Q1 | $5.11M | Buy |
94,685
+2,570
| +3% | +$139K | 0.45% | 62 |
|
|
2017
Q4 | $4.83M | Buy |
92,115
+10,350
| +13% | +$543K | 0.42% | 67 |
|
|
2017
Q3 | $3.94M | Buy |
81,765
+3,150
| +4% | +$152K | 0.36% | 77 |
|
|
2017
Q2 | $3.5M | Buy |
78,615
+8,675
| +12% | +$387K | 0.33% | 79 |
|
|
2017
Q1 | $3M | Sell |
69,940
-1,900
| -3% | -$81.4K | 0.3% | 92 |
|
|
2016
Q4 | $3.04M | Buy |
71,840
+11,050
| +18% | +$467K | 0.32% | 82 |
|
|
2016
Q3 | $1.95M | Buy |
60,790
+45,190
| +290% | +$1.45M | 0.22% | 119 |
|
|
2016
Q2 | $405K | Hold |
15,600
| – | – | 0.04% | 202 |
|
|
2016
Q1 | $390K | Sell |
15,600
-19,040
| -55% | -$476K | 0.05% | 213 |
|
|
2015
Q4 | $1.1M | Buy |
34,640
+1,250
| +4% | +$39.8K | 0.14% | 153 |
|
|
2015
Q3 | $1.05M | Buy |
33,390
+2,235
| +7% | +$70.4K | 0.14% | 158 |
|
|
2015
Q2 | $1.21M | Buy |
31,155
+3,450
| +12% | +$134K | 0.16% | 153 |
|
|
2015
Q1 | $989K | Buy |
27,705
+1,885
| +7% | +$67.3K | 0.13% | 168 |
|
|
2014
Q4 | $1M | Buy |
25,820
+6,270
| +32% | +$243K | 0.13% | 154 |
|
|
2014
Q3 | $676K | Hold |
19,550
| – | – | 0.1% | 161 |
|
|
2014
Q2 | $632K | Buy |
19,550
+75
| +0.4% | +$2.43K | 0.09% | 173 |
|
|
2014
Q1 | $607K | Buy |
19,475
+1,000
| +5% | +$31.2K | 0.08% | 202 |
|
|
2013
Q4 | $579K | Buy |
18,475
+325
| +2% | +$10.2K | 0.08% | 204 |
|
|
2013
Q3 | $489K | Buy |
18,150
+2,550
| +16% | +$68.7K | 0.08% | 208 |
|
|
2013
Q2 | $381K | Buy |
+15,600
| New | +$381K | 0.07% | 224 |
|