JFS Wealth Advisors’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 | $86.6K | Sell |
615
-62
| -9% | -$8.73K | 0.01% | 390 |
|
|
2025
Q1 | $79K | Sell |
677
-1
| -0.1% | -$117 | 0.01% | 397 |
|
|
2024
Q4 | $85.2K | Buy |
678
+4
| +0.6% | +$503 | 0.01% | 378 |
|
|
2024
Q3 | $70.3K | Sell |
674
-284
| -30% | -$29.6K | ﹤0.01% | 415 |
|
|
2024
Q2 | $93.1K | Sell |
958
-272
| -22% | -$26.4K | 0.01% | 319 |
|
|
2024
Q1 | $116K | Buy |
1,230
+90
| +8% | +$8.47K | 0.01% | 300 |
|
|
2023
Q4 | $106K | Sell |
1,140
-6
| -0.5% | -$559 | 0.01% | 295 |
|
|
2023
Q3 | $93.6K | Sell |
1,146
-76
| -6% | -$6.21K | 0.01% | 288 |
|
|
2023
Q2 | $104K | Sell |
1,222
-40
| -3% | -$3.42K | 0.01% | 276 |
|
|
2023
Q1 | $111K | Buy |
1,262
+17
| +1% | +$1.49K | 0.01% | 262 |
|
|
2022
Q4 | $106K | Buy |
1,245
+770
| +162% | +$65.5K | 0.01% | 272 |
|
|
2022
Q3 | $38K | Buy |
475
+258
| +119% | +$20.6K | ﹤0.01% | 440 |
|
|
2022
Q2 | $17K | Sell |
217
-174
| -45% | -$13.6K | ﹤0.01% | 623 |
|
|
2022
Q1 | $34K | Buy |
391
+126
| +48% | +$11K | ﹤0.01% | 497 |
|
|
2021
Q4 | $26K | Buy |
265
+101
| +62% | +$9.91K | ﹤0.01% | 526 |
|
|
2021
Q3 | $16K | Buy |
164
+79
| +93% | +$7.71K | ﹤0.01% | 575 |
|
|
2021
Q2 | $8K | Hold |
85
| – | – | ﹤0.01% | 467 |
|
|
2021
Q1 | $7K | Hold |
85
| – | – | ﹤0.01% | 445 |
|
|
2020
Q4 | $6K | Buy |
+85
| New | +$6K | ﹤0.01% | 451 |
|
|
2018
Q1 | – | Sell |
-312
| Closed | -$16K | – | 557 |
|
|
2017
Q4 | $16K | Buy |
+312
| New | +$16K | ﹤0.01% | 347 |
|