A detailed history of Horizon Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 2,398 shares of MS stock, worth $322,986. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,398
Previous 2,395 0.13%
Holding current value
$322,986
Previous $232,000 7.33%
% of portfolio
0.05%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$92.07 - $106.96 $276 - $320
3 Added 0.13%
2,398 $249,000
Q2 2024

Jul 19, 2024

BUY
$86.19 - $101.53 $2,068 - $2,436
24 Added 1.01%
2,395 $232,000
Q1 2024

Apr 18, 2024

BUY
$83.9 - $94.16 $7,047 - $7,909
84 Added 3.67%
2,371 $223,000
Q4 2023

Jan 22, 2024

BUY
$70.4 - $93.66 $161,004 - $214,200
2,287 New
2,287 $213,000
Q2 2023

Jul 31, 2023

BUY
$81.22 - $91.12 $243 - $273
3 Added 0.12%
2,546 $217,000
Q1 2023

May 11, 2023

BUY
$83.95 - $100.83 $167 - $201
2 Added 0.08%
2,543 $223,000
Q4 2022

Feb 09, 2023

SELL
$75.3 - $93.04 $86,971 - $107,461
-1,155 Reduced 31.25%
2,541 $216,000
Q3 2022

Nov 18, 2022

BUY
$21.84 - $90.15 $11,247 - $46,427
515 Added 16.19%
3,696 $292,000
Q2 2022

Aug 02, 2022

SELL
$72.9 - $90.61 $23,692 - $29,448
-325 Reduced 9.27%
3,181 $242,000
Q1 2022

May 12, 2022

BUY
$83.31 - $108.73 $166 - $217
2 Added 0.06%
3,506 $306,000
Q4 2021

Feb 14, 2022

BUY
$94.82 - $104.66 $332,249 - $366,728
3,504 New
3,504 $344,000

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
Track This Portfolio

Track Horizon Wealth Management, LLC Portfolio

Follow Horizon Wealth 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 Horizon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Horizon Wealth Management, LLC with notifications on news.