A detailed history of Activest Wealth Management transactions in Morgan Stanley stock. As of the latest transaction made, Activest Wealth Management holds 492 shares of MS stock, worth $78,341. This represents 0.02% of its overall portfolio holdings.

Number of Shares
492
Previous 805 38.88%
Holding current value
$78,341
Previous $93,000 25.81%
% of portfolio
0.02%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025

SELL
$99.83 - $140.86 $31,246 - $44,089
-313 Reduced 38.88%
492 $69,000
Q1 2025

May 15, 2025

BUY
$111.68 - $141.08 $35,067 - $44,299
314 Added 63.95%
805 $93,000
Q4 2024

Jan 28, 2025

BUY
$104.42 - $134.99 $626 - $809
6 Added 1.24%
491 $61,000
Q2 2024

Jul 30, 2024

BUY
$86.19 - $101.53 $41,802 - $49,242
485 New
485 $47,000
Q3 2022

Oct 13, 2022

SELL
$21.84 - $90.15 $21 - $90
-1 Closed
0 $0
Q4 2021

Jan 13, 2022

BUY
$94.82 - $104.66 $94 - $104
1 New
1 $0
Q3 2021

Oct 12, 2021

SELL
$87.64 - $105.45 $7,887 - $9,490
-90 Closed
0 $0
Q2 2021

Sep 20, 2021

BUY
$77.29 - $93.96 $6,956 - $8,456
90 New
90 $8,000

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 $270B
  • 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
Track This Portfolio

Track Activest Wealth Management Portfolio

Follow Activest Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Activest Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Activest Wealth Management with notifications on news.