JIC
Joel Isaacson & Co’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.82M | Sell |
48,383
-115
| -0.2% | -$16.2K | 0.28% | 46 |
|
|
2025
Q1 | $5.66M | Buy |
48,498
+468
| +1% | +$54.6K | 0.26% | 45 |
|
|
2024
Q4 | $6.04M | Buy |
48,030
+235
| +0.5% | +$29.5K | 0.27% | 43 |
|
|
2024
Q3 | $4.98M | Sell |
47,795
-39
| -0.1% | -$4.07K | 0.24% | 44 |
|
|
2024
Q2 | $4.65M | Buy |
47,834
+193
| +0.4% | +$18.8K | 0.24% | 44 |
|
|
2024
Q1 | $4.49M | Buy |
47,641
+3,021
| +7% | +$284K | 0.25% | 43 |
|
|
2023
Q4 | $4.16M | Buy |
44,620
+198
| +0.4% | +$18.5K | 0.26% | 42 |
|
|
2023
Q3 | $3.63M | Buy |
44,422
+34
| +0.1% | +$2.78K | 0.25% | 43 |
|
|
2023
Q2 | $3.79M | Buy |
44,388
+36
| +0.1% | +$3.07K | 0.25% | 43 |
|
|
2023
Q1 | $3.89M | Sell |
44,352
-150
| -0.3% | -$13.2K | 0.28% | 39 |
|
|
2022
Q4 | $3.78M | Buy |
44,502
+213
| +0.5% | +$18.1K | 0.29% | 40 |
|
|
2022
Q3 | $3.5M | Buy |
44,289
+132
| +0.3% | +$10.4K | 0.3% | 37 |
|
|
2022
Q2 | $3.36M | Buy |
44,157
+32
| +0.1% | +$2.43K | 0.28% | 39 |
|
|
2022
Q1 | $3.82M | Buy |
44,125
+26
| +0.1% | +$2.25K | 0.28% | 39 |
|
|
2021
Q4 | $4.33M | Buy |
44,099
+25
| +0.1% | +$2.45K | 0.3% | 40 |
|
|
2021
Q3 | $4.29M | Sell |
44,074
-195
| -0.4% | -$19K | 0.32% | 38 |
|
|
2021
Q2 | $4.06M | Buy |
44,269
+15
| +0% | +$1.38K | 0.32% | 37 |
|
|
2021
Q1 | $3.44M | Buy |
44,254
+16
| +0% | +$1.24K | 0.3% | 36 |
|
|
2020
Q4 | $3.03M | Buy |
44,238
+22
| +0% | +$1.51K | 0.3% | 35 |
|
|
2020
Q3 | $2.14M | Buy |
44,216
+26
| +0.1% | +$1.26K | 0.28% | 41 |
|
|
2020
Q2 | $2.13M | Buy |
44,190
+253
| +0.6% | +$12.2K | 0.3% | 35 |
|
|
2020
Q1 | $1.49M | Buy |
43,937
+1,223
| +3% | +$41.6K | 0.26% | 44 |
|
|
2019
Q4 | $2.18M | Buy |
42,714
+25
| +0.1% | +$1.28K | 0.29% | 41 |
|
|
2019
Q3 | $1.82M | Sell |
42,689
-955
| -2% | -$40.8K | 0.26% | 43 |
|
|
2019
Q2 | $1.91M | Sell |
43,644
-192
| -0.4% | -$8.41K | 0.28% | 41 |
|
|
2019
Q1 | $1.85M | Buy |
43,836
+22
| +0.1% | +$928 | 0.27% | 45 |
|
|
2018
Q4 | $1.83M | Buy |
43,814
+1,214
| +3% | +$50.7K | 0.29% | 42 |
|
|
2018
Q3 | $1.98M | Buy |
42,600
+17
| +0% | +$792 | 0.31% | 34 |
|
|
2018
Q2 | $2.02M | Buy |
42,583
+13
| +0% | +$616 | 0.34% | 33 |
|
|
2018
Q1 | $2.3M | Buy |
42,570
+12
| +0% | +$647 | 0.4% | 31 |
|
|
2017
Q4 | $2.23M | Sell |
42,558
-8,629
| -17% | -$453K | 0.39% | 29 |
|
|
2017
Q3 | $2.47M | Sell |
51,187
-532
| -1% | -$25.6K | 0.45% | 26 |
|
|
2017
Q2 | $2.31M | Sell |
51,719
-984
| -2% | -$43.9K | 0.44% | 28 |
|
|
2017
Q1 | $2.26M | Sell |
52,703
-985
| -2% | -$42.2K | 0.44% | 27 |
|
|
2016
Q4 | $2.27M | Sell |
53,688
-5,277
| -9% | -$223K | 0.46% | 27 |
|
|
2016
Q3 | $1.89M | Sell |
58,965
-977
| -2% | -$31.3K | 0.39% | 28 |
|
|
2016
Q2 | $1.56M | Buy |
59,942
+2,877
| +5% | +$74.7K | 0.33% | 29 |
|
|
2016
Q1 | $1.43M | Buy |
57,065
+1,458
| +3% | +$36.5K | 0.32% | 36 |
|
|
2015
Q4 | $1.77M | Sell |
55,607
-984
| -2% | -$31.3K | 0.43% | 27 |
|
|
2015
Q3 | $1.78M | Sell |
56,591
-987
| -2% | -$31.1K | 0.48% | 24 |
|
|
2015
Q2 | $2.23M | Sell |
57,578
-463
| -0.8% | -$18K | 0.57% | 21 |
|
|
2015
Q1 | $2.07M | Buy |
58,041
+7
| +0% | +$250 | 0.52% | 22 |
|
|
2014
Q4 | $2.25M | Sell |
58,034
-1,891
| -3% | -$73.4K | 0.61% | 21 |
|
|
2014
Q3 | $2.07M | Buy |
59,925
+348
| +0.6% | +$12K | 0.63% | 21 |
|
|
2014
Q2 | $1.93M | Sell |
59,577
-1,591
| -3% | -$51.4K | 0.6% | 23 |
|
|
2014
Q1 | $1.91M | Sell |
61,168
-995
| -2% | -$31K | 0.64% | 21 |
|
|
2013
Q4 | $1.95M | Buy |
62,163
+5
| +0% | +$157 | 0.71% | 22 |
|
|
2013
Q3 | $1.68M | Buy |
62,158
+245
| +0.4% | +$6.6K | 0.68% | 21 |
|
|
2013
Q2 | $1.51M | Buy |
+61,913
| New | +$1.51M | 0.71% | 20 |
|