Bedell Frazier Investment Counseling, LLC Morgan Stanley Transaction History

Bedell Frazier Investment Counseling, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$83.9 - $94.16 $75,677 - $84,932	-902 Reduced 5.56%	15,309 $1.44 Million
Q4 2023 Feb 13, 2024	SELL	$70.4 - $93.66 $6,688 - $8,897	-95 Reduced 0.58%	16,211 $1.51 Million
Q3 2023 Nov 13, 2023	BUY	$81.65 - $94.67 $32,660 - $37,868	400 Added 2.51%	16,306 $1.33 Million
Q2 2023 Aug 14, 2023	BUY	$81.22 - $91.12 $4,223 - $4,738	52 Added 0.33%	15,906 $1.36 Million
Q1 2023 May 09, 2023	BUY	$83.95 - $100.83 $83 - $100	1 Added 0.01%	15,854 $1.39 Million
Q4 2022 Feb 09, 2023	SELL	$75.3 - $93.04 $37,650 - $46,520	-500 Reduced 3.06%	15,853 $1.35 Million
Q3 2022 Nov 09, 2022	BUY	$21.84 - $90.15 $357,149 - $1.47 Million	16,353 New	16,353 $1.29 Million
Q3 2019 Nov 12, 2019	SELL	$39.1 - $45.74 $4.45 Million - $5.21 Million	-113,858 Closed	0 $0
Q2 2019 Aug 08, 2019	BUY	$40.69 - $48.46 $4.63 Million - $5.52 Million	113,858 New	113,858 $4.99 Million
Q1 2018 May 10, 2018	SELL	$51.79 - $58.91 $9.17 Million - $10.4 Million	-177,043 Closed	0 $0
Q4 2017 Feb 06, 2018	SELL	$48.1 - $53.85 $37,277 - $41,733	-775 Reduced 0.44%	177,043 $9.29 Million
Q3 2017 Nov 07, 2017	SELL	$44.01 - $48.31 $186,690 - $204,931	-4,242 Reduced 2.33%	177,818 $8.57 Million
Q2 2017 Aug 11, 2017	BUY	N/A	182,060	182,060 $8.11 Million

2,064

1.33B

26.5M

27.2M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $183B
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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