A detailed history of Formidable Asset Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Formidable Asset Management, LLC holds 2,531 shares of MS stock, worth $302,302. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,531
Previous 2,313 9.42%
Holding current value
$302,302
Previous $217,000 12.9%
% of portfolio
0.04%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$86.19 - $101.53 $18,789 - $22,133
218 Added 9.42%
2,531 $245,000
Q1 2024

May 15, 2024

BUY
$83.9 - $94.16 $7,047 - $7,909
84 Added 3.77%
2,313 $217,000
Q4 2023

Feb 07, 2024

BUY
$70.4 - $93.66 $156,921 - $208,768
2,229 New
2,229 $207,000
Q2 2022

Aug 16, 2022

SELL
$72.9 - $90.61 $185,749 - $230,874
-2,548 Closed
0 $0
Q1 2022

May 04, 2022

SELL
$83.31 - $108.73 $3,998 - $5,219
-48 Reduced 1.85%
2,548 $223,000
Q4 2021

Feb 07, 2022

SELL
$94.82 - $104.66 $10,525 - $11,617
-111 Reduced 4.1%
2,596 $270,000
Q3 2021

Nov 10, 2021

SELL
$87.64 - $105.45 $15,249 - $18,348
-174 Reduced 6.04%
2,707 $263,000
Q2 2021

Aug 16, 2021

BUY
$77.29 - $93.96 $210,615 - $256,040
2,725 Added 1746.79%
2,881 $263,000
Q2 2021

Aug 06, 2021

SELL
$77.29 - $93.96 $241,531 - $293,625
-3,125 Reduced 95.25%
156 $248,000
Q1 2021

May 12, 2021

BUY
$67.05 - $84.34 $6,235 - $7,843
93 Added 2.92%
3,281 $257,000
Q4 2020

Jan 29, 2021

BUY
$47.26 - $68.53 $150,664 - $218,473
3,188 New
3,188 $218,000
Q2 2019

Oct 15, 2019

SELL
$40.69 - $48.46 $273,151 - $325,311
-6,713 Closed
0 $0
Q1 2019

Oct 15, 2019

BUY
$39.68 - $44.49 $266,371 - $298,661
6,713 New
6,713 $571,000

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 $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...
More about MS
Track This Portfolio

Track Formidable Asset Management, LLC Portfolio

Follow Formidable Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Formidable Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Formidable Asset Management, LLC with notifications on news.