Edge Wealth Management LLC Morgan Stanley Transaction History

Edge Wealth Management LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 14, 2022	SELL	$83.31 - $108.73 $140,377 - $183,210	-1,685 Closed	0 $0
Q3 2021 Oct 13, 2021	BUY	$87.64 - $105.45 $7,449 - $8,963	85 Added 5.31%	1,685 $164,000
Q1 2021 Apr 09, 2021	SELL	$67.05 - $84.34 $80,460 - $101,208	-1,200 Reduced 42.86%	1,600 $124,000
Q4 2020 Jan 19, 2021	SELL	$47.26 - $68.53 $9,452 - $13,706	-200 Reduced 6.67%	2,800 $192,000
Q2 2020 Aug 03, 2020	SELL	$31.62 - $50.4 $31,620 - $50,400	-1,000 Reduced 25.0%	3,000 $145,000
Q1 2020 Apr 20, 2020	BUY	$27.81 - $57.51 $75,087 - $155,277	2,700 Added 207.69%	4,000 $138,000
Q4 2018 Jan 11, 2019	SELL	$37.01 - $47.27 $116,433 - $148,711	-3,146 Reduced 70.76%	1,300 $52,000
Q2 2018 Jul 17, 2018	BUY	$47.19 - $55.22 $139,729 - $163,506	2,961 Added 199.39%	4,446 $211,000
Q4 2017 Jan 18, 2018	BUY	$48.1 - $53.85 $8,898 - $9,962	185 Added 14.23%	1,485 $78,000
Q3 2017 Oct 19, 2017	BUY	$44.01 - $48.31 $57,213 - $62,803	1,300	1,300 $63,000

2,089

1.33B

26.6M

27.2M

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...

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