A detailed history of Carolinas Wealth Consulting LLC transactions in Morgan Stanley stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 1,068 shares of MS stock, worth $143,848. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,068
Previous 1,041 2.59%
Holding current value
$143,848
Previous $101,000 9.9%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$92.07 - $106.96 $2,485 - $2,887
27 Added 2.59%
1,068 $111,000
Q2 2024

Aug 12, 2024

BUY
$86.19 - $101.53 $172 - $203
2 Added 0.19%
1,041 $101,000
Q1 2024

May 14, 2024

SELL
$83.9 - $94.16 $419 - $470
-5 Reduced 0.48%
1,039 $97,000
Q4 2023

Feb 13, 2024

BUY
$70.4 - $93.66 $2,464 - $3,278
35 Added 3.47%
1,044 $97,000
Q3 2023

Nov 14, 2023

SELL
$81.65 - $94.67 $14,778 - $17,135
-181 Reduced 15.21%
1,009 $82,000
Q2 2023

Aug 14, 2023

SELL
$81.22 - $91.12 $4,142 - $4,647
-51 Reduced 4.11%
1,190 $101,000
Q1 2023

May 15, 2023

BUY
$83.95 - $100.83 $9,318 - $11,192
111 Added 9.82%
1,241 $108,000
Q4 2022

Feb 14, 2023

BUY
$75.3 - $93.04 $31,098 - $38,425
413 Added 57.6%
1,130 $96,000
Q3 2022

Nov 14, 2022

BUY
$21.84 - $90.15 $2,861 - $11,809
131 Added 22.35%
717 $57,000
Q3 2021

Nov 15, 2021

SELL
$87.64 - $105.45 $69,147 - $83,200
-789 Reduced 57.38%
586 $57,000
Q2 2021

Aug 17, 2021

SELL
$77.29 - $93.96 $28,288 - $34,389
-366 Reduced 21.02%
1,375 $126,000
Q1 2021

May 17, 2021

BUY
$67.05 - $84.34 $11,331 - $14,253
169 Added 10.75%
1,741 $135,000
Q4 2020

Feb 16, 2021

BUY
$47.26 - $68.53 $34,358 - $49,821
727 Added 86.04%
1,572 $108,000
Q3 2020

Nov 12, 2020

BUY
$46.42 - $53.25 $30,358 - $34,825
654 Added 342.41%
845 $41,000
Q2 2020

Aug 13, 2020

BUY
$31.62 - $50.4 $6,039 - $9,626
191 New
191 $9,000

Others Institutions Holding MS

About MORGAN STANLEY


  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $228B
  • 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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