Jones Financial Companies’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 | $6.91M | Buy |
49,081
+5,909
| +14% | +$831K | 0.01% | 425 |
|
|
2025
Q1 | $4.99M | Buy |
43,172
+3,433
| +9% | +$396K | ﹤0.01% | 425 |
|
|
2024
Q4 | $5M | Buy |
39,739
+13,711
| +53% | +$1.72M | ﹤0.01% | 363 |
|
|
2024
Q3 | $2.71M | Buy |
26,028
+14,765
| +131% | +$1.54M | ﹤0.01% | 390 |
|
|
2024
Q2 | $1.09M | Buy |
11,263
+8,214
| +269% | +$798K | ﹤0.01% | 411 |
|
|
2024
Q1 | $287K | Buy |
3,049
+898
| +42% | +$84.6K | ﹤0.01% | 406 |
|
|
2023
Q4 | $201K | Sell |
2,151
-1,219
| -36% | -$114K | ﹤0.01% | 328 |
|
|
2023
Q3 | $275K | Sell |
3,370
-3,264
| -49% | -$267K | ﹤0.01% | 243 |
|
|
2023
Q2 | $567K | Buy |
6,634
+3,025
| +84% | +$258K | ﹤0.01% | 212 |
|
|
2023
Q1 | $317K | Sell |
3,609
-82
| -2% | -$7.2K | ﹤0.01% | 241 |
|
|
2022
Q4 | $314K | Buy |
3,691
+915
| +33% | +$77.8K | ﹤0.01% | 233 |
|
|
2022
Q3 | $219K | Sell |
2,776
-888
| -24% | -$70.1K | ﹤0.01% | 243 |
|
|
2022
Q2 | $279K | Buy |
3,664
+22
| +0.6% | +$1.68K | ﹤0.01% | 218 |
|
|
2022
Q1 | $318K | Buy |
3,642
+172
| +5% | +$15K | ﹤0.01% | 218 |
|
|
2021
Q4 | $341K | Buy |
3,470
+311
| +10% | +$30.6K | ﹤0.01% | 214 |
|
|
2021
Q3 | $307K | Sell |
3,159
-39
| -1% | -$3.79K | ﹤0.01% | 200 |
|
|
2021
Q2 | $293K | Buy |
3,198
+1,486
| +87% | +$136K | ﹤0.01% | 200 |
|
|
2021
Q1 | $133K | Buy |
1,712
+363
| +27% | +$28.2K | ﹤0.01% | 253 |
|
|
2020
Q4 | $92K | Buy |
+1,349
| New | +$92K | ﹤0.01% | 255 |
|
|
2017
Q1 | – | Sell |
-7,751
| Closed | -$328K | – | 226 |
|
|
2016
Q4 | $328K | Sell |
7,751
-3,367
| -30% | -$142K | ﹤0.01% | 195 |
|
|
2016
Q3 | $357K | Sell |
11,118
-615
| -5% | -$19.7K | ﹤0.01% | 190 |
|
|
2016
Q2 | $304K | Sell |
11,733
-13
| -0.1% | -$337 | ﹤0.01% | 200 |
|
|
2016
Q1 | $293K | Sell |
11,746
-1,090
| -8% | -$27.2K | ﹤0.01% | 196 |
|
|
2015
Q4 | $409K | Sell |
12,836
-1,159
| -8% | -$36.9K | ﹤0.01% | 189 |
|
|
2015
Q3 | $441K | Sell |
13,995
-6,418
| -31% | -$202K | ﹤0.01% | 189 |
|
|
2015
Q2 | $792K | Sell |
20,413
-1,879
| -8% | -$72.9K | 0.01% | 165 |
|
|
2015
Q1 | $796K | Sell |
22,292
-1,496
| -6% | -$53.4K | 0.01% | 169 |
|
|
2014
Q4 | $923K | Sell |
23,788
-1,535
| -6% | -$59.6K | 0.01% | 168 |
|
|
2014
Q3 | $876K | Sell |
25,323
-2,321
| -8% | -$80.3K | 0.01% | 166 |
|
|
2014
Q2 | $893K | Sell |
27,644
-4,145
| -13% | -$134K | 0.01% | 160 |
|
|
2014
Q1 | $991K | Sell |
31,789
-5,301
| -14% | -$165K | 0.01% | 155 |
|
|
2013
Q4 | $1.16M | Sell |
37,090
-4,606
| -11% | -$144K | 0.01% | 149 |
|
|
2013
Q3 | $1.12M | Sell |
41,696
-4,002
| -9% | -$108K | 0.01% | 142 |
|
|
2013
Q2 | $1.12M | Buy |
+45,698
| New | +$1.12M | 0.01% | 140 |
|