Disciplined Investments, LLC Morgan Stanley Transaction History

Disciplined Investments, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 10, 2023	SELL	$81.22 - $91.12 $812 - $911	-10 Reduced 12.2%	72 $6,000
Q1 2023 May 10, 2023	BUY	$83.95 - $100.83 $587 - $705	7 Added 9.33%	82 $7,000
Q4 2022 Feb 01, 2023	BUY	$75.3 - $93.04 $677 - $837	9 Added 13.64%	75 $6,000
Q3 2022 Nov 03, 2022	SELL	$21.84 - $90.15 $283 - $1,171	-13 Reduced 16.46%	66 $5,000
Q2 2022 Aug 09, 2022	BUY	$72.9 - $90.61 $1,385 - $1,721	19 Added 31.67%	79 $6,000
Q1 2022 Apr 22, 2022	BUY	$83.31 - $108.73 $4,998 - $6,523	60 New	60 $5,000

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...

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