Jackson Wealth Management’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
Q2 | – | Sell |
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|
2025
Q1 | $474K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $242K | Sell |
|
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|
2023
Q4 | $2.84M | Sell |
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|
2023
Q3 | $3.58M | Sell |
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|
2023
Q2 | $3.94M | Buy |
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $3.41M | Sell |
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|
2022
Q3 | $4.61M | Buy |
|
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|
2022
Q2 | $1.76M | Sell |
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|
2022
Q1 | $4.79M | Buy |
|