Jaffetilchin Investment Partners’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 | $233K | Buy |
+1,652
| New | +$233K | 0.02% | 385 |
|
|
2024
Q4 | – | Sell |
-1,433
| Closed | -$149K | – | 930 |
|
|
2024
Q3 | $149K | Buy |
+1,433
| New | +$149K | 0.01% | 395 |
|
|
2019
Q2 | – | Sell |
-4,903
| Closed | -$207K | – | 309 |
|
|
2019
Q1 | $207K | Buy |
+4,903
| New | +$207K | 0.05% | 270 |
|
|
2018
Q4 | – | Sell |
-4,934
| Closed | -$230K | – | 319 |
|
|
2018
Q3 | $230K | Buy |
4,934
+50
| +1% | +$2.33K | 0.05% | 269 |
|
|
2018
Q2 | $232K | Hold |
4,884
| – | – | 0.05% | 258 |
|
|
2018
Q1 | $264K | Sell |
4,884
-13,440
| -73% | -$726K | 0.06% | 267 |
|
|
2017
Q4 | $961K | Buy |
18,324
+13,280
| +263% | +$696K | 0.32% | 62 |
|
|
2017
Q3 | $243K | Hold |
5,044
| – | – | 0.06% | 256 |
|
|
2017
Q2 | $225K | Sell |
5,044
-3,207
| -39% | -$143K | 0.08% | 202 |
|
|
2017
Q1 | $353K | Buy |
8,251
+339
| +4% | +$14.5K | 0.09% | 189 |
|
|
2016
Q4 | $334K | Buy |
+7,912
| New | +$334K | 0.1% | 172 |
|