Bourgeon Capital Management LLC Morgan Stanley Transaction History

Bourgeon Capital Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 20, 2023	SELL	$81.22 - $91.12 $8,122 - $9,112	-100 Reduced 33.33%	200 $17,000
Q4 2022 Jan 20, 2023	BUY	$75.3 - $93.04 $7,530 - $9,304	100 Added 50.0%	300 $0
Q3 2021 Nov 09, 2021	SELL	$87.64 - $105.45 $876,400 - $1.05 Million	-10,000 Reduced 98.04%	200 $19,000
Q3 2020 Oct 28, 2020	BUY	$46.42 - $53.25 $464,200 - $532,500	10,000 Added 5000.0%	10,200 $493,000
Q3 2019 Nov 04, 2019	BUY	$39.1 - $45.74 $7,820 - $9,148	200 New	200 $9,000

2,123

1.31B

26.3M

29.4M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $222B
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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