Goal Vest Advisory LLC Morgan Stanley Transaction History

Goal Vest Advisory LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 03, 2023	SELL	$83.95 - $100.83 $32,572 - $39,122	-388 Reduced 97.0%	12 $1,000
Q2 2022 Jul 06, 2022	BUY	$72.9 - $90.61 $28,285 - $35,156	388 Added 3233.33%	400 $30,000
Q1 2022 May 03, 2022	SELL	$83.31 - $108.73 $5,915 - $7,719	-71 Reduced 85.54%	12 $1,000
Q2 2021 Sep 01, 2021	BUY	$77.29 - $93.96 $5,255 - $6,389	68 Added 453.33%	83 $8,000
Q1 2021 May 13, 2021	BUY	$67.05 - $84.34 $1,005 - $1,265	15 New	15 $1,000

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 $223B
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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