Back to MS-PP
Westbourne Investment Advisors, Inc. → MS-PP
Westbourne Investment Advisors, Inc. MS-PP Position History
MS-PP
Quarters held
4
Latest value
$12.6M
Q3 2026
Peak value
$14.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12.7M |
| Q1 2026 | $11.7M |
| Q2 2026 | $14.3M |
| Q3 2026 | $12.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.6M | 67.1K | — | — |
| Q2 2026 | $14.3M | 68.6K | — | — |
| Q1 2026 | $11.7M | 71.4K | — | — |
| Q4 2025 | $12.7M | 71.4K | — | — |