Jackson Creek Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $597K | Sell |
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|
2025
Q2 | $533K | Sell |
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|
2025
Q1 | $451K | Buy |
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|
2024
Q4 | $474K | Sell |
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|
2024
Q3 | $405K | Sell |
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|
2024
Q2 | $384K | Sell |
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|
2024
Q1 | $389K | Sell |
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|
2023
Q4 | $406K | Sell |
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|
2023
Q3 | $368K | Sell |
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|
2023
Q2 | $406K | Sell |
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|
2023
Q1 | $502K | Hold |
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|
2022
Q4 | $486K | Sell |
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|
2022
Q3 | $454K | Buy |
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|
2022
Q2 | $482K | Sell |
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|
2022
Q1 | $501K | Sell |
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|
2021
Q4 | $584K | Sell |
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|
2021
Q3 | $582K | Sell |
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|
2021
Q2 | $1.32M | Sell |
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|
2021
Q1 | $1.12M | Sell |
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|
2020
Q4 | $1.03M | Sell |
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|
2020
Q3 | $942K | Buy |
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