Number of Shares
7,156
Previous 10,008 28.5%
Holding current value
$367 Million
Previous $512 Million 28.34%
% of portfolio
0.11%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025

SELL
N/A
-2,852 Reduced 28.5%
7,156 $367 Million
Q4 2024

Feb 13, 2025

BUY
N/A
10,008 New
10,008 $512 Million
Q3 2024

Feb 13, 2025

BUY
N/A
624 Added 6.72%
9,910 $508 Million
Q2 2024

Feb 13, 2025

SELL
N/A
-722 Reduced 7.21%
9,286 $475 Million
Track This Portfolio

Track Msh Capital Advisors LLC Portfolio

Follow Msh Capital Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Msh Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Msh Capital Advisors LLC with notifications on news.