Jacobsen Capital Management’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	$342K	Buy	2,427 +215	+10%	+$30.3K	0.13%	67
2025 Q1	$258K	Buy	2,212 +90	+4%	+$10.5K	0.11%	80
2024 Q4	$267K	Sell	2,122 -3	-0.1%	-$377	0.11%	72
2024 Q3	$222K	Buy	2,125 +11	+0.5%	+$1.15K	0.09%	93
2024 Q2	$205K	Buy	+2,114	New	+$205K	0.09%	93