JSC
Jackson Square Capital’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Hold |
2,741
| – | – | 0.09% | 119 |
|
|
2025
Q1 | $320K | Sell |
2,741
-19
| -0.7% | -$2.22K | 0.1% | 110 |
|
|
2024
Q4 | $347K | Buy |
2,760
+19
| +0.7% | +$2.39K | 0.08% | 126 |
|
|
2024
Q3 | $286K | Hold |
2,741
| – | – | 0.07% | 121 |
|
|
2024
Q2 | $266K | Hold |
2,741
| – | – | 0.07% | 116 |
|
|
2024
Q1 | $258K | Hold |
2,741
| – | – | 0.07% | 119 |
|
|
2023
Q4 | $256K | Sell |
2,741
-592
| -18% | -$55.2K | 0.08% | 107 |
|
|
2023
Q3 | $272K | Hold |
3,333
| – | – | 0.11% | 100 |
|
|
2023
Q2 | $285K | Hold |
3,333
| – | – | 0.11% | 104 |
|
|
2023
Q1 | $293K | Sell |
3,333
-2,019
| -38% | -$177K | 0.13% | 95 |
|
|
2022
Q4 | $455K | Buy |
5,352
+185
| +4% | +$15.7K | 0.21% | 87 |
|
|
2022
Q3 | $408K | Hold |
5,167
| – | – | 0.2% | 85 |
|
|
2022
Q2 | $393K | Hold |
5,167
| – | – | 0.17% | 88 |
|
|
2022
Q1 | $452K | Buy |
5,167
+112
| +2% | +$9.8K | 0.14% | 116 |
|
|
2021
Q4 | $496K | Sell |
5,055
-96
| -2% | -$9.42K | 0.14% | 132 |
|
|
2021
Q3 | $501K | Hold |
5,151
| – | – | 0.16% | 118 |
|
|
2021
Q2 | $472K | Buy |
5,151
+412
| +9% | +$37.8K | 0.15% | 114 |
|
|
2021
Q1 | $368K | Buy |
+4,739
| New | +$368K | 0.14% | 125 |
|
|
2020
Q4 | – | Sell |
-121
| Closed | -$6K | – | 260 |
|
|
2020
Q3 | $6K | Sell |
121
-58
| -32% | -$2.88K | ﹤0.01% | 285 |
|
|
2020
Q2 | $9K | Buy |
+179
| New | +$9K | ﹤0.01% | 250 |
|