PGAM
Princeton Global Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.2K | Buy |
179
+155
| +646% | +$21.8K | ﹤0.01% | 403 |
|
|
2025
Q1 | $2.8K | Hold |
24
| – | – | ﹤0.01% | 530 |
|
|
2024
Q4 | $3.02K | Sell |
24
-66
| -73% | -$8.3K | ﹤0.01% | 576 |
|
|
2024
Q3 | $9.38K | Buy |
+90
| New | +$9.38K | ﹤0.01% | 502 |
|
|
2020
Q3 | – | Sell |
-624
| Closed | -$30K | – | 501 |
|
|
2020
Q2 | $30K | Hold |
624
| – | – | 0.01% | 299 |
|
|
2020
Q1 | $21K | Hold |
624
| – | – | 0.01% | 300 |
|
|
2019
Q4 | $32 | Buy |
+624
| New | +$32 | 0.01% | 282 |
|