Apollon Wealth Management, LLC Morgan Stanley Transaction History

Apollon Wealth Management, LLC

$3.14 Billion
Q1 2024

A detailed history of Apollon Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 30,082 shares of MS stock, worth $3 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

30,082

Previous 25,594 17.54%

Holding current value

$3 Million

Previous $2.39 Million 18.69%

% of portfolio

0.09%

Previous 0.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$83.9 - $94.16 $376,543 - $422,590	4,488 Added 17.54%	30,082 $2.83 Million
Q4 2023 Feb 06, 2024	BUY	$70.4 - $93.66 $237,670 - $316,196	3,376 Added 15.19%	25,594 $2.39 Million
Q3 2023 Nov 14, 2023	SELL	$81.65 - $94.67 $106,634 - $123,639	-1,306 Reduced 5.55%	22,218 $1.81 Million
Q2 2023 Aug 04, 2023	BUY	$81.22 - $91.12 $99,575 - $111,713	1,226 Added 5.5%	23,524 $2.01 Million
Q1 2023 May 15, 2023	BUY	$83.95 - $100.83 $24,093 - $28,938	287 Added 1.3%	22,298 $1.96 Million

Q4 2022 Feb 15, 2023	BUY	$75.3 - $93.04 $138,024 - $170,542	1,833 Added 9.08%	22,011 $1.87 Million
Q3 2022 Nov 08, 2022	BUY	$21.84 - $90.15 $117,280 - $484,105	5,370 Added 36.26%	20,178 $1.59 Million
Q2 2022 Aug 11, 2022	BUY	$72.9 - $90.61 $48,332 - $60,074	663 Added 4.69%	14,808 $1.13 Million
Q1 2022 May 16, 2022	BUY	$83.31 - $108.73 $270,590 - $353,155	3,248 Added 29.81%	14,145 $1.24 Million
Q4 2021 Feb 14, 2022	BUY	$94.82 - $104.66 $266,918 - $294,617	2,815 Added 34.83%	10,897 $1.07 Million
Q3 2021 Nov 15, 2021	BUY	$87.64 - $105.45 $358,447 - $431,290	4,090 Added 102.45%	8,082 $786,000
Q2 2021 Aug 12, 2021	SELL	$77.29 - $93.96 $34,239 - $41,624	-443 Reduced 9.99%	3,992 $366,000
Q1 2021 May 17, 2021	BUY	$67.05 - $84.34 $297,366 - $374,047	4,435 New	4,435 $344,000
Q3 2020 Nov 03, 2020	SELL	$46.42 - $53.25 $40,153 - $46,061	-865 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$31.62 - $50.4 $27,351 - $43,596	865 New	865 $42,000

Others Institutions Holding MS

# of Institutions

2,005

Shares Held

1.32B

Call Options Held

32.2M

Put Options Held

31.9M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $169B
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

Portfolio Update

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

News

Stay updated on Apollon Wealth Management, LLC with notifications on news.

Account

Apollon Wealth Management, LLC Morgan Stanley Transaction History