Morgan Stanley’s Bank Of The James BOTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.4K | Buy |
3,585
+2,000
| +126% | +$28.1K | ﹤0.01% | 6360 |
|
|
2025
Q1 | $23.4K | Hold |
1,585
| – | – | ﹤0.01% | 6517 |
|
|
2024
Q4 | $25.2K | Hold |
1,585
| – | – | ﹤0.01% | 6503 |
|
|
2024
Q3 | $21.8K | Buy |
1,585
+1
| +0.1% | +$14 | ﹤0.01% | 6482 |
|
|
2024
Q2 | $17.8K | Hold |
1,584
| – | – | ﹤0.01% | 6505 |
|
|
2024
Q1 | $16.4K | Sell |
1,584
-1,586
| -50% | -$16.4K | ﹤0.01% | 6547 |
|
|
2023
Q4 | $38.7K | Buy |
3,170
+1,586
| +100% | +$19.4K | ﹤0.01% | 6454 |
|
|
2023
Q3 | $16.6K | Hold |
1,584
| – | – | ﹤0.01% | 6542 |
|
|
2023
Q2 | $14.4K | Hold |
1,584
| – | – | ﹤0.01% | 6670 |
|
|
2023
Q1 | $16.6K | Sell |
1,584
-1
| -0.1% | -$11 | ﹤0.01% | 6687 |
|
|
2022
Q4 | $18.9K | Buy |
1,585
+1
| +0.1% | +$12 | ﹤0.01% | 6713 |
|
|
2022
Q3 | $20K | Sell |
1,584
-1,057
| -40% | -$13.3K | ﹤0.01% | 6788 |
|
|
2022
Q2 | $34K | Buy |
2,641
+1,057
| +67% | +$13.6K | ﹤0.01% | 6782 |
|
|
2022
Q1 | $24K | Sell |
1,584
-1
| -0.1% | -$15 | ﹤0.01% | 7067 |
|
|
2021
Q4 | $24K | Sell |
1,585
-6
| -0.4% | -$91 | ﹤0.01% | 7140 |
|
|
2021
Q3 | $23K | Buy |
1,591
+150
| +10% | +$2.17K | ﹤0.01% | 7048 |
|
|
2021
Q2 | $23K | Sell |
1,441
-143
| -9% | -$2.28K | ﹤0.01% | 6953 |
|
|
2021
Q1 | $21K | Buy |
+1,584
| New | +$21K | ﹤0.01% | 6698 |
|
|
2020
Q4 | – | Sell |
-1,100
| Closed | -$10K | – | 7039 |
|
|
2020
Q3 | $10K | Buy |
+1,100
| New | +$10K | ﹤0.01% | 6269 |
|
|
2019
Q4 | – | Sell |
-13
| Closed | – | – | 6649 |
|
|
2019
Q3 | $0 | Buy |
+13
| New | – | ﹤0.01% | 6638 |
|
|
2019
Q1 | – | Sell |
-110
| Closed | -$1K | – | 6595 |
|
|
2018
Q4 | $1K | Buy |
+110
| New | +$1K | ﹤0.01% | 6482 |
|
|
2018
Q3 | – | Sell |
-289
| Closed | -$4K | – | 6712 |
|
|
2018
Q2 | $4K | Buy |
289
+286
| +9,533% | +$3.96K | ﹤0.01% | 6464 |
|
|
2018
Q1 | $0 | Sell |
3
-3
| -50% | – | ﹤0.01% | 6613 |
|
|
2017
Q4 | $0 | Sell |
6
-754
| -99% | – | ﹤0.01% | 6569 |
|
|
2017
Q3 | $10K | Buy |
+760
| New | +$10K | ﹤0.01% | 6167 |
|
|
2016
Q2 | – | Sell |
-7
| Closed | – | – | 6514 |
|
|
2016
Q1 | $0 | Sell |
7
-2
| -22% | – | ﹤0.01% | 6573 |
|
|
2015
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 6667 |
|
|
2015
Q3 | – | Sell |
-8
| Closed | – | – | 6612 |
|
|
2015
Q2 | $0 | Buy |
8
+1
| +14% | – | ﹤0.01% | 6643 |
|
|
2015
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 6551 |
|
|
2014
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 6569 |
|
|
2014
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 6571 |
|
|
2014
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 6517 |
|
|
2014
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 6472 |
|