Ascent Wealth Partners, LLC Morgan Stanley Transaction History

Ascent Wealth Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 25, 2023	BUY	$83.95 - $100.83 $37,777 - $45,373	450 Added 2.05%	22,363 $1.96 Million
Q4 2022 Feb 02, 2023	BUY	$75.3 - $93.04 $96,233 - $118,905	1,278 Added 6.19%	21,913 $1.86 Million
Q3 2022 Nov 14, 2022	SELL	$21.84 - $90.15 $29,615 - $122,243	-1,356 Reduced 6.17%	20,635 $1.63 Million
Q2 2022 Aug 10, 2022	BUY	$72.9 - $90.61 $239,841 - $298,106	3,290 Added 17.59%	21,991 $1.68 Million
Q1 2022 May 02, 2022	BUY	$83.31 - $108.73 $1.56 Million - $2.03 Million	18,701 New	18,701 $1.64 Million

2,125

1.31B

26.3M

29.4M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $215B
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...

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

Stay updated on Ascent Wealth Partners, LLC with notifications on news.