A detailed history of Accurate Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 1,889 shares of MS stock, worth $225,622. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,889
Holding current value
$225,622
% of portfolio
0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$92.07 - $106.96 $173,920 - $202,047
1,889 New
1,889 $196,000
Q4 2022

Jan 11, 2023

BUY
$75.3 - $93.04 $23,493 - $29,028
312 New
312 $0
Q1 2022

May 10, 2022

SELL
$83.31 - $108.73 $615,744 - $803,623
-7,391 Closed
0 $0
Q4 2021

Feb 08, 2022

BUY
$94.82 - $104.66 $6,163 - $6,802
65 Added 0.89%
7,391 $992,000
Q3 2021

Oct 22, 2021

SELL
$87.64 - $105.45 $246,881 - $297,052
-2,817 Reduced 27.77%
7,326 $985,000
Q2 2021

Aug 25, 2021

BUY
$77.29 - $93.96 $783,952 - $953,036
10,143 New
10,143 $930,000

Others Institutions Holding MS

About MORGAN STANLEY


  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $202B
  • Description
  • Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Secu...
More about MS
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