JWM
JGP Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Sell |
3,565
-121
| -3% | -$17K | 0.06% | 134 |
|
|
2025
Q1 | $430K | Buy |
3,686
+290
| +9% | +$33.8K | 0.06% | 136 |
|
|
2024
Q4 | $427K | Sell |
3,396
-54
| -2% | -$6.79K | 0.06% | 138 |
|
|
2024
Q3 | $360K | Buy |
3,450
+226
| +7% | +$23.6K | 0.05% | 140 |
|
|
2024
Q2 | $313K | Sell |
3,224
-13
| -0.4% | -$1.26K | 0.04% | 147 |
|
|
2024
Q1 | $305K | Sell |
3,237
-53
| -2% | -$4.99K | 0.04% | 142 |
|
|
2023
Q4 | $307K | Buy |
3,290
+17
| +0.5% | +$1.59K | 0.05% | 144 |
|
|
2023
Q3 | $267K | Sell |
3,273
-63
| -2% | -$5.15K | 0.04% | 136 |
|
|
2023
Q2 | $285K | Hold |
3,336
| – | – | 0.05% | 131 |
|
|
2023
Q1 | $293K | Sell |
3,336
-62
| -2% | -$5.44K | 0.05% | 125 |
|
|
2022
Q4 | $289K | Sell |
3,398
-40
| -1% | -$3.4K | 0.05% | 130 |
|
|
2022
Q3 | $271K | Buy |
3,438
+44
| +1% | +$3.47K | 0.06% | 130 |
|
|
2022
Q2 | $256K | Buy |
3,394
+62
| +2% | +$4.68K | 0.05% | 130 |
|
|
2022
Q1 | $280K | Buy |
3,332
+142
| +4% | +$11.9K | 0.05% | 138 |
|
|
2021
Q4 | $324K | Buy |
3,190
+33
| +1% | +$3.35K | 0.06% | 132 |
|
|
2021
Q3 | $307K | Hold |
3,157
| – | – | 0.07% | 126 |
|
|
2021
Q2 | $289K | Sell |
3,157
-38,806
| -92% | -$3.55M | 0.06% | 133 |
|
|
2021
Q1 | $3.26M | Buy |
41,963
+38,914
| +1,276% | +$3.02M | 0.73% | 44 |
|
|
2020
Q4 | $220K | Buy |
+3,049
| New | +$220K | 0.05% | 138 |
|