Beaumont Financial Partners, LLC Morgan Stanley Transaction History

Beaumont Financial Partners, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 09, 2022	SELL	$83.31 - $108.73 $170,868 - $223,005	-2,051 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$87.64 - $105.45 $12,006 - $14,446	-137 Reduced 6.26%	2,051 $200,000
Q2 2021 Aug 04, 2021	SELL	$77.29 - $93.96 $36,712 - $44,631	-475 Reduced 17.84%	2,188 $200,000
Q1 2021 May 04, 2021	BUY	$67.05 - $84.34 $178,554 - $224,597	2,663 New	2,663 $207,000
Q2 2019 Aug 06, 2019	SELL	$40.69 - $48.46 $428,058 - $509,799	-10,520 Closed	0 $0
Q1 2019 May 06, 2019	SELL	$39.68 - $44.49 $39,719 - $44,534	-1,001 Reduced 8.69%	10,520 $444,000
Q4 2018 Feb 07, 2019	SELL	$37.01 - $47.27 $17,949 - $22,925	-485 Reduced 4.04%	11,521 $457,000
Q2 2018 Aug 06, 2018	BUY	$47.19 - $55.22 $106,743 - $124,907	2,262 Added 23.21%	12,006 $569,000
Q1 2018 May 11, 2018	BUY	$51.79 - $58.91 $2,952 - $3,357	57 Added 0.59%	9,744 $526,000
Q2 2017 Aug 11, 2017	BUY	N/A	9,687	9,687 $432,000

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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