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J. W. Coons Advisors, LLC

SEC CIK
0001536139
Latest filing
Aug 5, 2025

MS holding history

Morgan Stanley in every 13F filed by J. W. Coons Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overviewAll 13F holders of MSFull Q2 2025 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of MS by J. W. Coons Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−2,121−100.0%Sold outHolders
Q2 20242,121$206.1K<0.1%+2,121NewHolders
Q3 20220$00.0%−6,311−100.0%Sold outHolders
Q2 20226,311$480.0K0.2%−600−8.7%ReducedHolders
Q1 20226,911$603.0K0.2%−5,392−43.8%ReducedHolders
Q4 202112,303$1.21M0.4%+3,272+36.2%AddedHolders
Q3 20219,031$876.0K0.3%+215+2.4%AddedHolders
Q2 20218,816$809.0K0.3%−55−0.6%ReducedHolders
Q1 20218,871$688.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.