Bogart Wealth, LLC Morgan Stanley Transaction History

Bogart Wealth, LLC

  • $1.96 Billion
  • Q1 2024

A detailed history of Bogart Wealth, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Bogart Wealth, LLC holds 970 shares of MS stock, worth $97,194. This represents 0.0% of its overall portfolio holdings.

Number of Shares
970
Previous 1,577 38.49%
Holding current value
$97,194
Previous $147,000 38.1%
% of portfolio
0.0%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
SELL
$83.9 - $94.16 $50,927 - $57,155
-607 Reduced 38.49%
970 $91,000
Q4 2023

Feb 06, 2024
BUY
$70.4 - $93.66 $4,012 - $5,338
57 Added 3.75%
1,577 $147,000
Q3 2023

Oct 30, 2023
SELL
$81.65 - $94.67 $8,573 - $9,940
-105 Reduced 6.46%
1,520 $124,000
Q2 2023

Jul 28, 2023
SELL
$81.22 - $91.12 $3,248 - $3,644
-40 Reduced 2.4%
1,625 $138,000
Q1 2023

Apr 21, 2023
BUY
$83.95 - $100.83 $8,730 - $10,486
104 Added 6.66%
1,665 $146,000
Q4 2022

Feb 06, 2023
BUY
$75.3 - $93.04 $12,876 - $15,909
171 Added 12.3%
1,561 $132,000
Q3 2022

Nov 03, 2022
BUY
$21.84 - $90.15 $10,155 - $41,919
465 Added 50.27%
1,390 $110,000
Q2 2022

Jul 22, 2022
BUY
$72.9 - $90.61 $7,946 - $9,876
109 Added 13.36%
925 $70,000
Q1 2022

Apr 22, 2022
SELL
$83.31 - $108.73 $13,412 - $17,505
-161 Reduced 16.48%
816 $71,000
Q3 2021

Oct 15, 2021
SELL
$87.64 - $105.45 $9,377 - $11,283
-107 Reduced 9.87%
977 $95,000
Q2 2021

Aug 06, 2021
SELL
$77.29 - $93.96 $4.26 Million - $5.18 Million
-55,171 Reduced 98.07%
1,084 $99,000
Q1 2021

Apr 16, 2021
BUY
$67.05 - $84.34 $915,768 - $1.15 Million
13,658 Added 32.06%
56,255 $4.37 Million
Q4 2020

Jan 14, 2021
BUY
$47.26 - $68.53 $181,856 - $263,703
3,848 Added 9.93%
42,597 $2.92 Million
Q3 2020

Oct 06, 2020
BUY
$46.42 - $53.25 $2,088 - $2,396
45 Added 0.12%
38,749 $1.87 Million
Q2 2020

Jul 08, 2020
BUY
$31.62 - $50.4 $127,270 - $202,860
4,025 Added 11.61%
38,704 $1.87 Million
Q1 2020

Apr 20, 2020
BUY
$27.81 - $57.51 $964,422 - $1.99 Million
34,679 New
34,679 $1.18 Million

Others Institutions Holding MS

# of Institutions
2,006
Shares Held
1.32B
Call Options Held
32.2M
Put Options Held
31.9M
View Full List

About MORGAN STANLEY

MS Quotes by TradingView
  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $170B
  • 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
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