Jupiter Wealth Management’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
Q2 | $7.81M | Buy |
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|
2025
Q1 | $6.41M | Buy |
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|
2024
Q4 | $6.06M | Buy |
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|
2024
Q3 | $4.79M | Hold |
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|
2024
Q2 | $4.74M | Sell |
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|
2024
Q1 | $4.55M | Buy |
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|
2023
Q4 | $4.33M | Buy |
|
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|
2023
Q3 | $3.09M | Sell |
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|
2023
Q2 | $3.72M | Buy |
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|
2023
Q1 | $3.82M | Sell |
|
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|
2022
Q4 | $4.15M | Buy |
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|
2022
Q3 | $3.76M | Buy |
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|
2022
Q2 | $3.52M | Sell |
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|
2022
Q1 | $4.31M | Sell |
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|
2021
Q4 | $7.49M | Sell |
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|
2021
Q3 | $8.22M | Sell |
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|
2021
Q2 | $9.11M | Sell |
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|
2021
Q1 | $8.16M | Buy |
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|
2020
Q4 | $6.46M | Buy |
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|
2020
Q3 | $4.39M | Sell |
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|
2020
Q2 | $6.47M | Sell |
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|
2020
Q1 | $5.02M | Buy |
|