JMAC Enterprises’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 | $1M | Buy |
7,100
+400
| +6% | +$56.3K | 0.21% | 57 |
|
2025
Q1 | $782K | Buy |
6,700
+800
| +14% | +$93.3K | 0.19% | 67 |
|
2024
Q4 | $742K | Sell |
5,900
-2,800
| -32% | -$352K | 0.12% | 115 |
|
2024
Q3 | $907K | Buy |
8,700
+1,100
| +14% | +$115K | 0.14% | 106 |
|
2024
Q2 | $739K | Sell |
7,600
-1,300
| -15% | -$126K | 0.13% | 114 |
|
2024
Q1 | $838K | Buy |
8,900
+5,000
| +128% | +$471K | 0.16% | 101 |
|
2023
Q4 | $364K | Buy |
3,900
+1,200
| +44% | +$112K | 0.08% | 136 |
|
2023
Q3 | $221K | Buy |
+2,700
| New | +$221K | 0.05% | 151 |
|