JPWM
Jamison Private Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
7,477
+23
| +0.3% | +$3.24K | 0.15% | 102 |
|
|
2025
Q1 | $870K | Buy |
7,454
+891
| +14% | +$104K | 0.13% | 110 |
|
|
2024
Q4 | $825K | Buy |
6,563
+3,962
| +152% | +$498K | 0.12% | 114 |
|
|
2024
Q3 | $271K | Buy |
2,601
+1,479
| +132% | +$154K | 0.04% | 169 |
|
|
2024
Q2 | $109K | Buy |
1,122
+257
| +30% | +$25K | 0.02% | 212 |
|
|
2024
Q1 | $81.5K | Buy |
865
+204
| +31% | +$19.2K | 0.01% | 228 |
|
|
2023
Q4 | $61.6K | Buy |
661
+311
| +89% | +$29K | 0.01% | 227 |
|
|
2023
Q3 | $28.6K | Buy |
+350
| New | +$28.6K | 0.01% | 253 |
|