A detailed history of Evermay Wealth Management LLC transactions in Morgan Stanley stock. As of the latest transaction made, Evermay Wealth Management LLC holds 52 shares of MS stock, worth $7,003. This represents 0.0% of its overall portfolio holdings.

Number of Shares
52
Previous 52 -0.0%
Holding current value
$7,003
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$83.9 - $94.16 $30,287 - $33,991
-361 Reduced 87.41%
52 $4,000
Q4 2023

Feb 09, 2024

BUY
$70.4 - $93.66 $3,379 - $4,495
48 Added 13.15%
413 $38,000
Q3 2023

Nov 13, 2023

SELL
$81.65 - $94.67 $13,717 - $15,904
-168 Reduced 31.52%
365 $29,000
Q2 2023

Aug 10, 2023

BUY
$81.22 - $91.12 $1,218 - $1,366
15 Added 2.9%
533 $45,000
Q1 2023

May 15, 2023

BUY
$83.95 - $100.83 $14,103 - $16,939
168 Added 48.0%
518 $45,000
Q1 2022

May 16, 2022

SELL
$83.31 - $108.73 $435,294 - $568,114
-5,225 Reduced 93.72%
350 $31,000
Q3 2021

Nov 12, 2021

SELL
$87.64 - $105.45 $40,752 - $49,034
-465 Reduced 7.7%
5,575 $543,000
Q1 2021

May 10, 2021

BUY
$67.05 - $84.34 $31,178 - $39,218
465 Added 8.34%
6,040 $469,000
Q4 2020

Feb 16, 2021

SELL
$47.26 - $68.53 $10,917 - $15,830
-231 Reduced 3.98%
5,575 $382,000
Q2 2020

Jul 20, 2020

SELL
$31.62 - $50.4 $12,648 - $20,160
-400 Reduced 6.45%
5,806 $280,000
Q1 2020

Apr 24, 2020

SELL
$27.81 - $57.51 $13,654 - $28,237
-491 Reduced 7.33%
6,206 $211,000
Q4 2019

Feb 11, 2020

BUY
$39.82 - $51.12 $11,627 - $14,927
292 Added 4.56%
6,697 $342,000
Q3 2019

Oct 29, 2019

SELL
$39.1 - $45.74 $10,557 - $12,349
-270 Reduced 4.04%
6,405 $273,000
Q2 2019

Jul 23, 2019

SELL
$40.69 - $48.46 $651 - $775
-16 Reduced 0.24%
6,675 $292,000
Q4 2018

Jan 24, 2019

BUY
$37.01 - $47.27 $56,107 - $71,661
1,516 Added 29.29%
6,691 $265,000
Q3 2017

Oct 23, 2017

BUY
$44.01 - $48.31 $227,751 - $250,004
5,175
5,175 $249,000

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 $228B
  • 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
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