PMA
Prudent Man Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
16,644
+1,489
| +10% | +$210K | 0.74% | 24 |
|
|
2025
Q1 | $1.77M | Buy |
15,155
+136
| +0.9% | +$15.9K | 0.64% | 28 |
|
|
2024
Q4 | $1.89M | Sell |
15,019
-4,165
| -22% | -$524K | 0.69% | 24 |
|
|
2024
Q3 | $2M | Sell |
19,184
-2,749
| -13% | -$287K | 0.67% | 25 |
|
|
2024
Q2 | $2.13M | Buy |
21,933
+930
| +4% | +$90.4K | 0.75% | 23 |
|
|
2024
Q1 | $1.98M | Sell |
21,003
-1,098
| -5% | -$103K | 0.74% | 22 |
|
|
2023
Q4 | $2.06M | Buy |
22,101
+2,086
| +10% | +$195K | 0.77% | 19 |
|
|
2023
Q3 | $1.63M | Sell |
20,015
-2,746
| -12% | -$224K | 0.65% | 22 |
|
|
2023
Q2 | $1.94M | Sell |
22,761
-419
| -2% | -$35.8K | 0.73% | 20 |
|
|
2023
Q1 | $2.04M | Sell |
23,180
-353
| -2% | -$31K | 0.8% | 18 |
|
|
2022
Q4 | $2M | Buy |
23,533
+2,445
| +12% | +$208K | 0.81% | 17 |
|
|
2022
Q3 | $1.67M | Buy |
21,088
+765
| +4% | +$60.4K | 0.79% | 17 |
|
|
2022
Q2 | $1.55M | Sell |
20,323
-105
| -0.5% | -$7.99K | 0.72% | 18 |
|
|
2022
Q1 | $1.79M | Sell |
20,428
-1,469
| -7% | -$128K | 0.72% | 21 |
|
|
2021
Q4 | $2.15M | Sell |
21,897
-3,029
| -12% | -$297K | 0.82% | 16 |
|
|
2021
Q3 | $2.43M | Sell |
24,926
-319
| -1% | -$31K | 0.92% | 14 |
|
|
2021
Q2 | $2.32M | Sell |
25,245
-2,270
| -8% | -$208K | 0.89% | 13 |
|
|
2021
Q1 | $2.14M | Buy |
27,515
+952
| +4% | +$73.9K | 0.9% | 15 |
|
|
2020
Q4 | $1.82M | Buy |
26,563
+18
| +0.1% | +$1.23K | 0.76% | 17 |
|
|
2020
Q3 | $1.28M | Buy |
26,545
+2,972
| +13% | +$144K | 0.68% | 25 |
|
|
2020
Q2 | $1.14M | Buy |
+23,573
| New | +$1.14M | 1.01% | 22 |
|