JGP Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $394K | Sell |
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|
2025
Q2 | $502K | Sell |
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|
2025
Q1 | $430K | Buy |
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|
2024
Q4 | $427K | Sell |
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|
2024
Q3 | $360K | Buy |
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|
2024
Q2 | $313K | Sell |
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|
2024
Q1 | $305K | Sell |
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|
2023
Q4 | $307K | Buy |
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|
2023
Q3 | $267K | Sell |
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|
2023
Q2 | $285K | Hold |
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|
2023
Q1 | $293K | Sell |
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|
2022
Q4 | $289K | Sell |
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|
2022
Q3 | $271K | Buy |
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|
2022
Q2 | $256K | Buy |
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|
2022
Q1 | $280K | Buy |
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|
2021
Q4 | $324K | Buy |
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|
2021
Q3 | $307K | Hold |
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|
2021
Q2 | $289K | Sell |
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|
2021
Q1 | $3.26M | Buy |
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|
2020
Q4 | $220K | Buy |
|