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