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Private Portfolio Partners LLC

SEC CIK
0001766520
Latest filing
Feb 12, 2025

MS holding history

Morgan Stanley in every 13F filed by Private Portfolio Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overviewAll 13F holders of MSFull Q4 2024 holdings

Shares (Q4 2024)
8,712
Value
$1.10M
% of portfolio
0.2%
Quarters held
15
Since Q1 2021
Holdings of MS by Private Portfolio Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20248,712$1.10M0.2%+46+0.5%AddedHolders
Q3 20248,666$903.3K0.2%+8,666NewHolders
Q2 20240$00.0%−8,050−100.0%Sold outHolders
Q1 20248,050$758.0K0.2%−31−0.4%ReducedHolders
Q4 20238,081$753.5K0.2%+478+6.3%AddedHolders
Q3 20237,603$620.9K0.2%+98+1.3%AddedHolders
Q2 20237,505$640.9K0.2%+142+1.9%AddedHolders
Q1 20237,363$646.5K0.2%−648−8.1%ReducedHolders
Q4 20228,011$681.1K0.2%+213+2.7%AddedHolders
Q3 20227,798$616.2K0.2%+250+3.3%AddedHolders
Q2 20227,548$574.1K0.2%+861+12.9%AddedHolders
Q1 20226,687$584.5K0.1%+888+15.3%AddedHolders
Q4 20215,799$569.3K0.1%+50+0.9%AddedHolders
Q3 20215,749$559.4K0.2%+241+4.4%AddedHolders
Q2 20215,508$505.1K0.1%−90−1.6%ReducedHolders
Q1 20215,598$434.8K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.