Curi Wealth Management, LLC Morgan Stanley Transaction History

Curi Wealth Management, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$70.4 - $93.66 $191,136 - $254,286	2,715 New	2,715 $253,000
Q2 2023 Jul 31, 2023	SELL	$81.22 - $91.12 $9,665 - $10,843	-119 Reduced 2.96%	3,907 $333,000
Q1 2023 May 03, 2023	SELL	$83.95 - $100.83 $50,202 - $60,296	-598 Reduced 12.93%	4,026 $353,000
Q4 2022 Feb 03, 2023	SELL	$75.3 - $93.04 $187,271 - $231,390	-2,487 Reduced 34.97%	4,624 $393,000
Q3 2022 Nov 08, 2022	BUY	$21.84 - $90.15 $27,736 - $114,490	1,270 Added 21.74%	7,111 $562,000
Q2 2022 Aug 08, 2022	BUY	$72.9 - $90.61 $8,820 - $10,963	121 Added 2.12%	5,841 $444,000
Q1 2022 May 06, 2022	BUY	$83.31 - $108.73 $124,298 - $162,225	1,492 Added 35.29%	5,720 $499,000
Q4 2021 Feb 09, 2022	BUY	$94.82 - $104.66 $11,188 - $12,349	118 Added 2.87%	4,228 $415,000
Q3 2021 Oct 19, 2021	BUY	$87.64 - $105.45 $87 - $105	1 Added 0.02%	4,110 $399,000
Q2 2021 Jul 23, 2021	BUY	$77.29 - $93.96 $231 - $281	3 Added 0.07%	4,109 $376,000
Q1 2021 Apr 29, 2021	BUY	$67.05 - $84.34 $335 - $421	5 Added 0.12%	4,106 $318,000
Q4 2020 Mar 19, 2021	BUY	$47.26 - $68.53 $193,813 - $281,041	4,101 New	4,101 $281,000

2,123

1.31B

26.3M

29.4M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $222B
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 Curi Wealth Management, LLC, based on Form 13F filings with the SEC.

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