JB Capital’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 | $261K | Buy |
1,855
+68
| +4% | +$9.58K | 0.01% | 212 |
|
|
2025
Q1 | $209K | Buy |
1,787
+16
| +0.9% | +$1.87K | 0.01% | 213 |
|
|
2024
Q4 | $223K | Sell |
1,771
-172
| -9% | -$21.6K | 0.01% | 207 |
|
|
2024
Q3 | $202K | Buy |
+1,943
| New | +$202K | 0.01% | 212 |
|
|
2022
Q3 | – | Sell |
-14,640
| Closed | -$1.11M | – | 206 |
|
|
2022
Q2 | $1.11M | Buy |
14,640
+735
| +5% | +$55.9K | 0.12% | 86 |
|
|
2022
Q1 | $1.22M | Buy |
13,905
+1,031
| +8% | +$90.2K | 0.12% | 82 |
|
|
2021
Q4 | $1.26M | Buy |
12,874
+1,493
| +13% | +$147K | 0.12% | 84 |
|
|
2021
Q3 | $1.11M | Buy |
+11,381
| New | +$1.11M | 0.14% | 93 |
|