Jackson Creek 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 | $533K | Sell |
3,785
-81
| -2% | -$11.4K | 0.14% | 223 |
|
|
2025
Q1 | $451K | Buy |
3,866
+94
| +2% | +$11K | 0.14% | 240 |
|
|
2024
Q4 | $474K | Sell |
3,772
-110
| -3% | -$13.8K | 0.14% | 235 |
|
|
2024
Q3 | $405K | Sell |
3,882
-68
| -2% | -$7.09K | 0.12% | 249 |
|
|
2024
Q2 | $384K | Sell |
3,950
-185
| -4% | -$18K | 0.14% | 250 |
|
|
2024
Q1 | $389K | Sell |
4,135
-223
| -5% | -$21K | 0.14% | 266 |
|
|
2023
Q4 | $406K | Sell |
4,358
-153
| -3% | -$14.3K | 0.16% | 257 |
|
|
2023
Q3 | $368K | Sell |
4,511
-242
| -5% | -$19.7K | 0.16% | 262 |
|
|
2023
Q2 | $406K | Sell |
4,753
-959
| -17% | -$81.9K | 0.16% | 259 |
|
|
2023
Q1 | $502K | Hold |
5,712
| – | – | 0.21% | 240 |
|
|
2022
Q4 | $486K | Sell |
5,712
-32
| -0.6% | -$2.72K | 0.22% | 238 |
|
|
2022
Q3 | $454K | Buy |
5,744
+32
| +0.6% | +$2.53K | 0.21% | 229 |
|
|
2022
Q2 | $482K | Sell |
5,712
-24
| -0.4% | -$2.03K | 0.19% | 238 |
|
|
2022
Q1 | $501K | Sell |
5,736
-210
| -4% | -$18.3K | 0.18% | 245 |
|
|
2021
Q4 | $584K | Sell |
5,946
-36
| -0.6% | -$3.54K | 0.21% | 219 |
|
|
2021
Q3 | $582K | Sell |
5,982
-8,471
| -59% | -$824K | 0.22% | 217 |
|
|
2021
Q2 | $1.33M | Sell |
14,453
-20
| -0.1% | -$1.83K | 0.49% | 28 |
|
|
2021
Q1 | $1.12M | Sell |
14,473
-532
| -4% | -$41.3K | 0.39% | 111 |
|
|
2020
Q4 | $1.03M | Sell |
15,005
-4,471
| -23% | -$306K | 0.4% | 99 |
|
|
2020
Q3 | $942K | Buy |
+19,476
| New | +$942K | 0.43% | 64 |
|