Core Wealth Advisors, Inc. Morgan Stanley Transaction History

Core Wealth Advisors, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$75.3 - $93.04 $8,207 - $10,141	109 Added 320.59%	143 $12,000
Q2 2022 Aug 12, 2022	BUY	$72.9 - $90.61 $2,478 - $3,080	34 New	34 $3,000
Q1 2022 May 16, 2022	SELL	$83.31 - $108.73 $728,712 - $951,061	-8,747 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$94.82 - $104.66 $249,661 - $275,569	-2,633 Reduced 23.14%	8,747 $859,000
Q3 2021 Nov 09, 2021	SELL	$87.64 - $105.45 $322,602 - $388,161	-3,681 Reduced 24.44%	11,380 $1.11 Million
Q2 2021 Aug 03, 2021	BUY	$77.29 - $93.96 $1.16 Million - $1.42 Million	15,061 New	15,061 $1.38 Million

2,125

1.31B

26.3M

29.4M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $216B
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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