JWM
Jackson Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,060
| Closed | -$474K | – | 168 |
|
|
2025
Q1 | $474K | Buy |
+4,060
| New | +$474K | 0.06% | 114 |
|
|
2024
Q2 | – | Sell |
-2,568
| Closed | -$242K | – | 125 |
|
|
2024
Q1 | $242K | Sell |
2,568
-27,852
| -92% | -$2.62M | 0.03% | 128 |
|
|
2023
Q4 | $2.84M | Sell |
30,420
-13,481
| -31% | -$1.26M | 0.37% | 59 |
|
|
2023
Q3 | $3.59M | Sell |
43,901
-2,181
| -5% | -$178K | 0.51% | 43 |
|
|
2023
Q2 | $3.94M | Buy |
+46,082
| New | +$3.94M | 0.58% | 40 |
|
|
2023
Q1 | – | Sell |
-40,098
| Closed | -$3.41M | – | 161 |
|
|
2022
Q4 | $3.41M | Sell |
40,098
-18,302
| -31% | -$1.56M | 1.25% | 27 |
|
|
2022
Q3 | $4.61M | Buy |
58,400
+35,230
| +152% | +$2.78M | 0.91% | 30 |
|
|
2022
Q2 | $1.76M | Sell |
23,170
-31,593
| -58% | -$2.4M | 0.82% | 35 |
|
|
2022
Q1 | $4.79M | Buy |
+54,763
| New | +$4.79M | 0.66% | 41 |
|