A detailed history of Connecticut Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 5,011 shares of MS stock, worth $523,799. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,011
Previous 4,494 11.5%
Holding current value
$523,799
Previous $423,000 15.13%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$86.19 - $101.53 $44,560 - $52,491
517 Added 11.5%
5,011 $487,000
Q1 2024

May 01, 2024

SELL
$83.9 - $94.16 $85,578 - $96,043
-1,020 Reduced 18.5%
4,494 $423,000
Q4 2023

Feb 06, 2024

SELL
$70.4 - $93.66 $128,339 - $170,742
-1,823 Reduced 24.85%
5,514 $514,000
Q3 2023

Oct 19, 2023

BUY
$81.65 - $94.67 $361,627 - $419,293
4,429 Added 152.3%
7,337 $599,000
Q2 2023

Jul 25, 2023

BUY
$81.22 - $91.12 $236,187 - $264,976
2,908 New
2,908 $248,000

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 $177B
  • 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 Connecticut Wealth Management, LLC Portfolio

Follow Connecticut Wealth Management, 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 Connecticut Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Connecticut Wealth Management, LLC with notifications on news.