JNBA Financial 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 | $6.2K | Hold |
44
| – | – | ﹤0.01% | 518 |
|
|
2025
Q1 | $5.13K | Sell |
44
-68
| -61% | -$7.93K | ﹤0.01% | 537 |
|
|
2024
Q4 | $14.1K | Sell |
112
-40
| -26% | -$5.03K | ﹤0.01% | 425 |
|
|
2024
Q3 | $15.8K | Hold |
152
| – | – | ﹤0.01% | 412 |
|
|
2024
Q2 | $14.8K | Hold |
152
| – | – | ﹤0.01% | 416 |
|
|
2024
Q1 | $14.3K | Hold |
152
| – | – | ﹤0.01% | 430 |
|
|
2023
Q4 | $14.2K | Sell |
152
-48
| -24% | -$4.48K | ﹤0.01% | 428 |
|
|
2023
Q3 | $16.3K | Buy |
200
+48
| +32% | +$3.92K | ﹤0.01% | 410 |
|
|
2023
Q2 | $13K | Buy |
152
+44
| +41% | +$3.76K | ﹤0.01% | 434 |
|
|
2023
Q1 | $9.48K | Buy |
108
+68
| +170% | +$5.97K | ﹤0.01% | 492 |
|
|
2022
Q4 | $3.4K | Hold |
40
| – | – | ﹤0.01% | 549 |
|
|
2022
Q3 | $3K | Sell |
40
-138
| -78% | -$10.4K | ﹤0.01% | 574 |
|
|
2022
Q2 | $14K | Buy |
178
+138
| +345% | +$10.9K | ﹤0.01% | 451 |
|
|
2022
Q1 | $3K | Sell |
40
-179
| -82% | -$13.4K | ﹤0.01% | 603 |
|
|
2021
Q4 | $21K | Buy |
219
+179
| +448% | +$17.2K | ﹤0.01% | 412 |
|
|
2021
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 617 |
|
|
2021
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 570 |
|
|
2021
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 576 |
|
|
2020
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 532 |
|
|
2020
Q3 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 522 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$23K | – | 657 |
|
|
2018
Q3 | $23K | Buy |
500
+200
| +67% | +$9.2K | 0.01% | 300 |
|
|
2018
Q2 | $14K | Buy |
+300
| New | +$14K | ﹤0.01% | 361 |
|
|
2016
Q4 | – | Sell |
-4,020
| Closed | -$129K | – | 1004 |
|
|
2016
Q3 | $129K | Buy |
+4,020
| New | +$129K | 0.02% | 302 |
|
|
2014
Q3 | – | Sell |
-305
| Closed | -$10K | – | 598 |
|
|
2014
Q2 | $10K | Hold |
305
| – | – | ﹤0.01% | 351 |
|
|
2014
Q1 | $10K | Hold |
305
| – | – | 0.01% | 329 |
|
|
2013
Q4 | $10K | Hold |
305
| – | – | 0.01% | 319 |
|
|
2013
Q3 | $8K | Hold |
305
| – | – | 0.01% | 321 |
|
|
2013
Q2 | $7K | Buy |
+305
| New | +$7K | ﹤0.01% | 282 |
|