Glass Jacobson Investment Advisors’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 | – | Sell |
-227
| Closed | -$28.6K | – | 732 |
|
|
2025
Q1 | $28.6K | Hold |
227
| – | – | 0.01% | 459 |
|
|
2024
Q4 | $28.6K | Buy |
227
+41
| +22% | +$5.16K | 0.01% | 459 |
|
|
2024
Q3 | $19.4K | Hold |
186
| – | – | 0.01% | 500 |
|
|
2024
Q2 | $18.1K | Hold |
186
| – | – | 0.01% | 497 |
|
|
2024
Q1 | $17.5K | Buy |
186
+1
| +0.5% | +$94 | 0.01% | 496 |
|
|
2023
Q4 | $17.3K | Sell |
185
-143
| -44% | -$13.4K | 0.01% | 465 |
|
|
2023
Q3 | $26.8K | Buy |
328
+143
| +77% | +$11.7K | 0.01% | 390 |
|
|
2023
Q2 | $15.8K | Buy |
+185
| New | +$15.8K | 0.01% | 454 |
|
|
2022
Q4 | $15.7K | Buy |
+184
| New | +$15.7K | 0.01% | 461 |
|