Clearview Wealth Advisors LLC Morgan Stanley Transaction History

Clearview Wealth Advisors LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	BUY	$81.22 - $91.12 $243 - $273	3 Added 0.4%	759 $64,000
Q1 2023 Apr 12, 2023	BUY	$83.95 - $100.83 $83 - $100	1 Added 0.13%	756 $66,000
Q4 2022 Jan 31, 2023	BUY	$75.3 - $93.04 $150 - $186	2 Added 0.27%	755 $64,000
Q3 2022 Oct 18, 2022	BUY	$21.84 - $90.15 $43 - $180	2 Added 0.27%	753 $60,000
Q2 2022 Aug 05, 2022	SELL	$72.9 - $90.61 $18,079 - $22,471	-248 Reduced 24.82%	751 $57,000
Q1 2022 Apr 29, 2022	SELL	$83.31 - $108.73 $40,405 - $52,734	-485 Reduced 32.68%	999 $87,000
Q4 2021 Feb 02, 2022	SELL	$94.82 - $104.66 $41,531 - $45,841	-438 Reduced 22.79%	1,484 $146,000
Q3 2021 Nov 02, 2021	BUY	$87.64 - $105.45 $68,972 - $82,989	787 Added 69.34%	1,922 $187,000
Q2 2021 Jul 30, 2021	BUY	$77.29 - $93.96 $48,615 - $59,100	629 Added 124.31%	1,135 $104,000
Q1 2021 May 06, 2021	BUY	$67.05 - $84.34 $26,954 - $33,904	402 Added 386.54%	506 $39,000
Q4 2020 Jan 21, 2021	BUY	$47.26 - $68.53 $4,915 - $7,127	104 New	104 $7,000

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...

Get notified when there are updates to the investment portfolio of Clearview Wealth Advisors LLC, based on Form 13F filings with the SEC.

Stay updated on Clearview Wealth Advisors LLC with notifications on news.