J.P. Morgan Private Wealth Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $224M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $215M | Buy |
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|
2022
Q4 | $205M | Sell |
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|
2022
Q3 | $201M | Buy |
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|
2022
Q2 | $187M | Buy |
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|
2022
Q1 | $203M | Buy |
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|
2021
Q4 | $199M | Buy |
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|
2021
Q3 | $176M | Buy |
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|
2021
Q2 | $129M | Buy |
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|
2021
Q1 | $91.3M | Buy |
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|
2020
Q4 | $78.7M | Buy |
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|
2020
Q3 | $50.4M | Buy |
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|
2020
Q2 | $47.9M | Buy |
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|
2020
Q1 | $25.1M | Buy |
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|
2019
Q4 | $36.9M | Sell |
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|
2019
Q3 | $32.4M | Buy |
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|
2019
Q2 | $32.8M | Sell |
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|
2019
Q1 | $34.2M | Buy |
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|
2018
Q4 | $28.6M | Sell |
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|
2018
Q3 | $36.9M | Sell |
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|
2018
Q2 | $38M | Buy |
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|
2018
Q1 | $41.3M | Buy |
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|
2017
Q4 | $36.8M | Buy |
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|
2017
Q3 | $32.8M | Buy |
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|
2017
Q2 | $26.4M | Sell |
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|
2017
Q1 | $28.6M | Buy |
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|
2016
Q4 | $22.2M | Sell |
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|
2016
Q3 | $18.8M | Buy |
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|
2016
Q2 | $14.5M | Sell |
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|
2016
Q1 | $14M | Sell |
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|
2015
Q4 | $23.8M | Buy |
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|
2015
Q3 | $23M | Buy |
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|
2015
Q2 | $27.8M | Buy |
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|
2015
Q1 | $24.1M | Buy |
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|
2014
Q4 | $24.2M | Buy |
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|
2014
Q3 | $18.5M | Buy |
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|
2014
Q2 | $12.7M | Buy |
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|
2014
Q1 | $10.3M | Buy |
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|
2013
Q4 | $9.01M | Buy |
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|
2013
Q3 | $7.23M | Buy |
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|
2013
Q2 | $5.01M | Buy |
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