Evolution Wealth Advisors, LLC Morgan Stanley Transaction History

Evolution Wealth Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 28, 2022	SELL	$94.82 - $104.66 $115,206 - $127,161	-1,215 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$47.26 - $68.53 $4,962 - $7,195	105 Added 9.46%	1,215 $83,000
Q3 2020 Oct 15, 2020	BUY	$46.42 - $53.25 $46,420 - $53,250	1,000 Added 909.09%	1,110 $54,000
Q2 2020 Jul 27, 2020	SELL	$31.62 - $50.4 $2.01 Million - $3.2 Million	-63,552 Reduced 99.83%	110 $5,000
Q1 2020 Apr 22, 2020	BUY	$27.81 - $57.51 $1.76 Million - $3.65 Million	63,416 Added 25778.86%	63,662 $2.17 Million
Q4 2019 Feb 03, 2020	SELL	$39.82 - $51.12 $19,392 - $24,895	-487 Reduced 66.44%	246 $13,000
Q3 2019 Nov 12, 2019	BUY	$39.1 - $45.74 $21,035 - $24,608	538 Added 275.9%	733 $31,000
Q2 2019 Jul 12, 2019	BUY	$40.69 - $48.46 $7,934 - $9,449	195 New	195 $9,000

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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