A detailed history of Hurlow Wealth Management Group, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Hurlow Wealth Management Group, Inc. holds 2,630 shares of MS stock, worth $345,082. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,630
Previous 2,630 -0.0%
Holding current value
$345,082
Previous $255,000 7.45%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jul 12, 2024

SELL
$86.19 - $101.53 $1,034 - $1,218
-12 Reduced 0.45%
2,630 $255,000
Q1 2024

Apr 15, 2024

BUY
$83.9 - $94.16 $1,258 - $1,412
15 Added 0.57%
2,642 $248,000
Q4 2023

Jan 08, 2024

SELL
$70.4 - $93.66 $633 - $842
-9 Reduced 0.34%
2,627 $244,000
Q2 2023

Jul 11, 2023

SELL
$81.22 - $91.12 $243 - $273
-3 Reduced 0.11%
2,636 $225,000
Q1 2023

Apr 11, 2023

BUY
$83.95 - $100.83 $587 - $705
7 Added 0.27%
2,639 $231,000
Q4 2022

Jan 18, 2023

SELL
$75.3 - $93.04 $1,581 - $1,953
-21 Reduced 0.79%
2,632 $0
Q3 2022

Oct 13, 2022

SELL
$21.84 - $90.15 $1,572 - $6,490
-72 Reduced 2.64%
2,653 $210,000
Q1 2022

Apr 13, 2022

BUY
$83.31 - $108.73 $227,019 - $296,289
2,725 New
2,725 $238,000
Q4 2021

Feb 02, 2022

SELL
$94.82 - $104.66 $258,384 - $285,198
-2,725 Closed
0 $0
Q2 2021

Jul 22, 2021

SELL
$77.29 - $93.96 $7,651 - $9,302
-99 Reduced 3.51%
2,725 $250,000
Q1 2021

Apr 20, 2021

BUY
$67.05 - $84.34 $189,349 - $238,176
2,824 New
2,824 $219,000

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 $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...
More about MS
Track This Portfolio

Track Hurlow Wealth Management Group, Inc. Portfolio

Follow Hurlow Wealth Management Group, Inc. 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 Hurlow Wealth Management Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Hurlow Wealth Management Group, Inc. with notifications on news.