JPL Wealth Management’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	$2.59M	Buy	18,384 +376	+2%	+$53K	0.7%	64
2025 Q1	$2.1M	Buy	18,008 +405	+2%	+$47.3K	0.6%	68
2024 Q4	$2.21M	Buy	+17,603	New	+$2.21M	0.63%	67