A detailed history of Compton Wealth Advisory Group, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Compton Wealth Advisory Group, LLC holds 12,251 shares of MS stock, worth $1.46 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
12,251
Previous 11,552 6.05%
Holding current value
$1.46 Million
Previous $1.12 Million 13.81%
% of portfolio
0.33%
Previous 0.3%

Shares

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

Oct 10, 2024

BUY
$92.07 - $106.96 $64,356 - $74,765
699 Added 6.05%
12,251 $1.28 Million
Q2 2024

Jul 12, 2024

SELL
$86.19 - $101.53 $20,857 - $24,570
-242 Reduced 2.05%
11,552 $1.12 Million
Q1 2024

Apr 11, 2024

BUY
$83.9 - $94.16 $14,514 - $16,289
173 Added 1.49%
11,794 $1.11 Million
Q4 2023

Jan 18, 2024

BUY
$70.4 - $93.66 $21,542 - $28,659
306 Added 2.7%
11,621 $1.08 Million
Q3 2023

Oct 12, 2023

BUY
$81.65 - $94.67 $37,150 - $43,074
455 Added 4.19%
11,315 $924,000
Q2 2023

Jul 26, 2023

BUY
$81.22 - $91.12 $11,939 - $13,394
147 Added 1.37%
10,860 $927,000
Q1 2023

Apr 26, 2023

BUY
$83.95 - $100.83 $186,872 - $224,447
2,226 Added 26.23%
10,713 $940,000
Q4 2022

Feb 01, 2023

SELL
$75.3 - $93.04 $452,477 - $559,077
-6,009 Reduced 41.45%
8,487 $721,000
Q3 2022

Oct 18, 2022

BUY
$21.84 - $90.15 $6,180 - $25,512
283 Added 1.99%
14,496 $1.15 Million
Q2 2022

Jul 29, 2022

BUY
$72.9 - $90.61 $34,117 - $42,405
468 Added 3.4%
14,213 $1.08 Million
Q1 2022

Apr 20, 2022

BUY
$83.31 - $108.73 $82,476 - $107,642
990 Added 7.76%
13,745 $1.2 Million
Q4 2021

Jan 19, 2022

BUY
$94.82 - $104.66 $1.21 Million - $1.33 Million
12,755 New
12,755 $1.25 Million

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 $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...
More about MS
Track This Portfolio

Track Compton Wealth Advisory Group, LLC Portfolio

Follow Compton Wealth Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Compton Wealth Advisory Group, LLC with notifications on news.