Jones Financial Companies’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 | $8.21M | Buy |
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|
2025
Q2 | $6.91M | Buy |
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|
2025
Q1 | $4.99M | Buy |
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|
2024
Q4 | $5M | Buy |
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|
2024
Q3 | $2.71M | Buy |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $287K | Buy |
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|
2023
Q4 | $201K | Sell |
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|
2023
Q3 | $275K | Sell |
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|
2023
Q2 | $567K | Buy |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $314K | Buy |
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|
2022
Q3 | $219K | Sell |
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|
2022
Q2 | $279K | Buy |
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|
2022
Q1 | $318K | Buy |
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|
2021
Q4 | $341K | Buy |
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|
2021
Q3 | $307K | Sell |
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|
2021
Q2 | $293K | Buy |
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|
2021
Q1 | $133K | Buy |
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|
2020
Q4 | $92K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $328K | Sell |
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|
2016
Q3 | $357K | Sell |
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|
2016
Q2 | $304K | Sell |
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|
2016
Q1 | $293K | Sell |
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|
2015
Q4 | $409K | Sell |
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|
2015
Q3 | $441K | Sell |
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|
2015
Q2 | $792K | Sell |
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|
2015
Q1 | $796K | Sell |
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|
2014
Q4 | $923K | Sell |
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|
2014
Q3 | $876K | Sell |
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|
2014
Q2 | $893K | Sell |
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|
2014
Q1 | $991K | Sell |
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|
2013
Q4 | $1.16M | Sell |
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|
2013
Q3 | $1.12M | Sell |
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|
2013
Q2 | $1.12M | Buy |
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