All Square Wealth Management LLC Morgan Stanley Transaction History

All Square Wealth Management LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 27, 2023	SELL	$81.65 - $94.67 $653 - $757	-8 Reduced 11.76%	60 $4,000
Q1 2023 May 02, 2023	SELL	$83.95 - $100.83 $50,621 - $60,800	-603 Reduced 89.87%	68 $5,000
Q1 2022 May 04, 2022	BUY	$83.31 - $108.73 $6,081 - $7,937	73 Added 12.21%	671 $59,000
Q4 2021 Feb 08, 2022	SELL	$94.82 - $104.66 $9,292 - $10,256	-98 Reduced 14.08%	598 $59,000
Q3 2021 Nov 12, 2021	SELL	$87.64 - $105.45 $11,480 - $13,813	-131 Reduced 15.84%	696 $68,000
Q1 2021 May 11, 2021	BUY	$67.05 - $84.34 $2,816 - $3,542	42 Added 5.35%	827 $64,000
Q4 2020 Feb 09, 2021	SELL	$47.26 - $68.53 $3,213 - $4,660	-68 Reduced 7.97%	785 $54,000
Q4 2019 Feb 04, 2020	SELL	$39.82 - $51.12 $8,561 - $10,990	-215 Reduced 20.13%	853 $44,000
Q4 2018 Feb 13, 2019	BUY	$37.01 - $47.27 $13,175 - $16,828	356 Added 50.0%	1,068 $42,000
Q3 2018 Nov 02, 2018	BUY	$46.57 - $51.05 $3,492 - $3,828	75 Added 11.77%	712 $33,000
Q1 2018 May 11, 2018	SELL	$51.79 - $58.91 $3,728 - $4,241	-72 Reduced 10.16%	637 $34,000
Q4 2017 Feb 13, 2018	SELL	$48.1 - $53.85 $1,443 - $1,615	-30 Reduced 4.06%	709 $37,000
Q3 2017 Nov 06, 2017	BUY	$44.01 - $48.31 $32,523 - $35,701	739	739 $36,000

2,089

1.33B

26.6M

27.2M

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...

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