J.W. Coons Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,121
| Closed | -$206K | – | 244 |
|
|
2024
Q2 | $206K | Buy |
+2,121
| New | +$206K | 0.05% | 227 |
|
|
2022
Q3 | – | Sell |
-6,311
| Closed | -$480K | – | 216 |
|
|
2022
Q2 | $480K | Sell |
6,311
-600
| -9% | -$45.6K | 0.17% | 143 |
|
|
2022
Q1 | $603K | Sell |
6,911
-5,392
| -44% | -$470K | 0.18% | 137 |
|
|
2021
Q4 | $1.21M | Buy |
12,303
+3,272
| +36% | +$321K | 0.37% | 71 |
|
|
2021
Q3 | $876K | Buy |
9,031
+215
| +2% | +$20.9K | 0.3% | 88 |
|
|
2021
Q2 | $809K | Sell |
8,816
-55
| -0.6% | -$5.05K | 0.29% | 93 |
|
|
2021
Q1 | $688K | Buy |
8,871
+2,515
| +40% | +$195K | 0.25% | 105 |
|
|
2020
Q4 | $434K | Buy |
+6,356
| New | +$434K | 0.17% | 139 |
|