Brighton Jones LLC’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Sell |
12,164
-1,218
| -9% | -$172K | 0.05% | 216 |
|
|
2025
Q1 | $1.56M | Buy |
13,382
+600
| +5% | +$70K | 0.05% | 196 |
|
|
2024
Q4 | $1.61M | Buy |
12,782
+1,185
| +10% | +$149K | 0.05% | 190 |
|
|
2024
Q3 | $1.21M | Buy |
11,597
+216
| +2% | +$22.5K | 0.05% | 196 |
|
|
2024
Q2 | $1.11M | Sell |
11,381
-266
| -2% | -$25.9K | 0.04% | 214 |
|
|
2024
Q1 | $1.1M | Buy |
11,647
+1,390
| +14% | +$131K | 0.04% | 212 |
|
|
2023
Q4 | $956K | Sell |
10,257
-209
| -2% | -$19.5K | 0.04% | 213 |
|
|
2023
Q3 | $855K | Buy |
10,466
+1,275
| +14% | +$104K | 0.04% | 203 |
|
|
2023
Q2 | $785K | Buy |
9,191
+222
| +2% | +$19K | 0.04% | 221 |
|
|
2023
Q1 | $788K | Sell |
8,969
-821
| -8% | -$72.1K | 0.04% | 212 |
|
|
2022
Q4 | $832K | Sell |
9,790
-1,504
| -13% | -$128K | 0.05% | 185 |
|
|
2022
Q3 | $892K | Buy |
11,294
+872
| +8% | +$68.9K | 0.05% | 168 |
|
|
2022
Q2 | $793K | Sell |
10,422
-108
| -1% | -$8.22K | 0.05% | 181 |
|
|
2022
Q1 | $920K | Buy |
10,530
+1,068
| +11% | +$93.3K | 0.04% | 187 |
|
|
2021
Q4 | $929K | Buy |
9,462
+1,496
| +19% | +$147K | 0.04% | 185 |
|
|
2021
Q3 | $775K | Sell |
7,966
-1,650
| -17% | -$161K | 0.04% | 188 |
|
|
2021
Q2 | $882K | Buy |
9,616
+582
| +6% | +$53.4K | 0.05% | 175 |
|
|
2021
Q1 | $702K | Sell |
9,034
-148
| -2% | -$11.5K | 0.04% | 189 |
|
|
2020
Q4 | $629K | Buy |
9,182
+1,855
| +25% | +$127K | 0.04% | 182 |
|
|
2020
Q3 | $354K | Buy |
7,327
+1,925
| +36% | +$93K | 0.02% | 232 |
|
|
2020
Q2 | $261K | Buy |
+5,402
| New | +$261K | 0.02% | 240 |
|
|
2020
Q1 | – | Sell |
-5,373
| Closed | -$275K | – | 312 |
|
|
2019
Q4 | $275K | Buy |
+5,373
| New | +$275K | 0.03% | 261 |
|