Ownership history in MORGAN STANLEY · 33 quarters on record
This page tracks every 13F SEC filing in which MORGAN STANLEY reported a position in D PERFORMANT FINANCIALCORP COM (PHLT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 162,164 | -51,896 | -24.2% | 0.00% | $1.3M | — |
| 2025 Q2 | ADDED | 214,060 | +85,654 | +66.7% | 0.00% | $856K | — |
| 2025 Q1 | REDUCED | 128,406 | -57,634 | -31.0% | 0.00% | $380K | — |
| 2024 Q4 | REDUCED | 186,040 | -39,539 | -17.5% | 0.00% | $562K | — |
| 2024 Q3 | ADDED | 225,579 | +122,096 | +118.0% | 0.00% | $844K | — |
| 2024 Q2 | REDUCED | 103,483 | -10,329 | -9.1% | 0.00% | $300K | — |
| 2024 Q1 | REDUCED | 113,812 | -31,848 | -21.9% | 0.00% | $335K | — |
| 2023 Q4 | ADDED | 145,660 | +93,707 | +180.4% | 0.00% | $455K | — |
| 2023 Q3 | REDUCED | 51,953 | -15,737 | -23.2% | 0.00% | $117K | — |
| 2023 Q2 | REDUCED | 67,690 | -61,211 | -47.5% | 0.00% | $183K | — |