JTC Employer Solutions Trustee’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 | $211K | Hold |
1,500
| – | – | 0.02% | 133 |
|
|
2025
Q1 | $175K | Hold |
1,500
| – | – | 0.01% | 145 |
|
|
2024
Q4 | $189K | Hold |
1,500
| – | – | 0.01% | 138 |
|
|
2024
Q3 | $156K | Hold |
1,500
| – | – | 0.01% | 155 |
|
|
2024
Q2 | $146K | Hold |
1,500
| – | – | 0.01% | 159 |
|
|
2024
Q1 | $140K | Hold |
1,500
| – | – | 0.01% | 170 |
|
|
2023
Q4 | $140K | Hold |
1,500
| – | – | 0.01% | 164 |
|
|
2023
Q3 | $123K | Hold |
1,500
| – | – | 0.01% | 174 |
|
|
2023
Q2 | $128K | Hold |
1,500
| – | – | 0.01% | 167 |
|
|
2023
Q1 | $132K | Hold |
1,500
| – | – | 0.01% | 173 |
|
|
2022
Q4 | $128K | Hold |
1,500
| – | – | 0.01% | 170 |
|
|
2022
Q3 | $119K | Buy |
+1,500
| New | +$119K | 0.02% | 151 |
|