Jackson Grant Investment Advisers’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 | $15.9K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $11.2K | Hold |
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|
2022
Q4 | $10.8K | Hold |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $10K | Hold |
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|
2022
Q1 | $11K | Hold |
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|
2021
Q4 | $12K | Hold |
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|
2021
Q3 | $12K | Hold |
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|
2021
Q2 | $12K | Hold |
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|
2021
Q1 | $10K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $7K | Hold |
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|
2019
Q4 | $10K | Hold |
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|
2019
Q3 | $9K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $209K | Buy |
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|
2018
Q3 | $243K | Buy |
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|
2018
Q2 | $246K | Buy |
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|
2018
Q1 | $279K | Buy |
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|
2017
Q4 | $270K | Sell |
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|
2017
Q3 | $271K | Sell |
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|
2017
Q2 | $268K | Buy |
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|
2017
Q1 | $257K | Buy |
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|
2016
Q4 | $254K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $5K | Buy |
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