J.W. Burns & Co’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.59M | Sell |
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|
2025
Q1 | $8.05M | Sell |
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|
2024
Q4 | $8.74M | Sell |
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|
2024
Q3 | $7.41M | Sell |
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|
2024
Q2 | $7.02M | Sell |
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|
2024
Q1 | $7.02M | Sell |
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|
2023
Q4 | $7.27M | Sell |
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|
2023
Q3 | $6.47M | Sell |
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|
2023
Q2 | $6.76M | Sell |
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|
2023
Q1 | $7.03M | Buy |
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|
2022
Q4 | $6.78M | Sell |
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|
2022
Q3 | $6.44M | Buy |
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|
2022
Q2 | $6.19M | Sell |
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|
2022
Q1 | $7.19M | Sell |
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|
2021
Q4 | $8.08M | Sell |
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|
2021
Q3 | $8.03M | Sell |
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|
2021
Q2 | $7.64M | Buy |
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|
2021
Q1 | $6.45M | Buy |
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|
2020
Q4 | $5.67M | Sell |
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|
2020
Q3 | $4.04M | Buy |
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|
2020
Q2 | $3.81M | Buy |
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|
2020
Q1 | $2.65M | Sell |
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|
2019
Q4 | $4.45M | Buy |
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|
2019
Q3 | $3.71M | Sell |
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|
2019
Q2 | $3.83M | Sell |
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|
2019
Q1 | $3.72M | Buy |
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|
2018
Q4 | $3.41M | Sell |
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|
2018
Q3 | $4.21M | Buy |
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|
2018
Q2 | $4.21M | Sell |
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|
2018
Q1 | $4.9M | Sell |
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|
2017
Q4 | $4.82M | Sell |
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|
2017
Q3 | $4.43M | Buy |
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|
2017
Q2 | $4.07M | Sell |
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|
2017
Q1 | $3.94M | Sell |
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|
2016
Q4 | $3.91M | Buy |
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|
2016
Q3 | $2.56M | Buy |
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|
2016
Q2 | $783K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $219K | Sell |
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|
2015
Q3 | $223K | Hold |
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|
2015
Q2 | $275K | Hold |
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|
2015
Q1 | $253K | Hold |
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|
2014
Q4 | $275K | Buy |
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|
2014
Q3 | $241K | Buy |
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|
2014
Q2 | $219K | Hold |
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|
2014
Q1 | $211K | Hold |
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|
2013
Q4 | $213K | Buy |
|