Jupiter 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 | $7.81M | Buy |
52,825
+3,807
| +8% | +$563K | 3.94% | 7 |
|
|
2025
Q1 | $6.41M | Buy |
49,018
+792
| +2% | +$104K | 3.89% | 7 |
|
|
2024
Q4 | $6.06M | Buy |
48,226
+2,298
| +5% | +$289K | 3.04% | 9 |
|
|
2024
Q3 | $4.79M | Hold |
45,928
| – | – | 2.45% | 12 |
|
|
2024
Q2 | $4.74M | Sell |
45,928
-1,680
| -4% | -$173K | 2.51% | 12 |
|
|
2024
Q1 | $4.55M | Buy |
47,608
+1,200
| +3% | +$115K | 2.41% | 13 |
|
|
2023
Q4 | $4.33M | Buy |
46,408
+5,331
| +13% | +$497K | 2.55% | 12 |
|
|
2023
Q3 | $3.09M | Sell |
41,077
-2,524
| -6% | -$190K | 2.01% | 17 |
|
|
2023
Q2 | $3.72M | Buy |
43,601
+101
| +0.2% | +$8.63K | 3.2% | 8 |
|
|
2023
Q1 | $3.82M | Sell |
43,500
-5,362
| -11% | -$471K | 3.52% | 8 |
|
|
2022
Q4 | $4.15M | Buy |
48,862
+1,229
| +3% | +$104K | 4.02% | 8 |
|
|
2022
Q3 | $3.76M | Buy |
47,633
+1,295
| +3% | +$102K | 3.78% | 8 |
|
|
2022
Q2 | $3.52M | Sell |
46,338
-3,016
| -6% | -$229K | 3.21% | 11 |
|
|
2022
Q1 | $4.31M | Sell |
49,354
-26,968
| -35% | -$2.36M | 2.7% | 13 |
|
|
2021
Q4 | $7.49M | Sell |
76,322
-7,770
| -9% | -$763K | 3.89% | 8 |
|
|
2021
Q3 | $8.22M | Sell |
84,092
-7,247
| -8% | -$709K | 3.88% | 7 |
|
|
2021
Q2 | $9.11M | Sell |
91,339
-6,291
| -6% | -$627K | 4.36% | 4 |
|
|
2021
Q1 | $8.17M | Buy |
97,630
+3,430
| +4% | +$287K | 4.12% | 7 |
|
|
2020
Q4 | $6.46M | Buy |
94,200
+3,480
| +4% | +$239K | 3.95% | 11 |
|
|
2020
Q3 | $4.39M | Sell |
90,720
-34,076
| -27% | -$1.65M | 3.09% | 12 |
|
|
2020
Q2 | $6.47M | Sell |
124,796
-6,010
| -5% | -$312K | 3.24% | 11 |
|
|
2020
Q1 | $5.02M | Buy |
+130,806
| New | +$5.02M | 2.93% | 13 |
|