Gradient Capital Advisors, LLC Morgan Stanley Transaction History

Gradient Capital Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Jan 30, 2019	SELL	$37.01 - $47.27 $169,653 - $216,685	-4,584 Closed	0 $0
Q3 2018 Nov 06, 2018	BUY	$46.57 - $51.05 $5,914 - $6,483	127 Added 2.85%	4,584 $213,000
Q2 2018 Jul 26, 2018	BUY	$47.19 - $55.22 $896 - $1,049	19 Added 0.43%	4,457 $211,000
Q1 2018 Apr 20, 2018	BUY	$51.79 - $58.91 $932 - $1,060	18 Added 0.41%	4,438 $239,000
Q4 2017 Feb 12, 2018	BUY	$48.1 - $53.85 $212,602 - $238,017	4,420	4,420 $232,000

2,007

1.32B

32.2M

31.9M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $169B
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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