Ica Group Wealth Management, LLC Morgan Stanley Transaction History

Ica Group Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Mar 07, 2024	BUY	$70.4 - $93.66 $5,280 - $7,024	75 New	75 $6,000
Q2 2023 Aug 11, 2023	SELL	$81.22 - $91.12 $57,097 - $64,057	-703 Reduced 87.0%	105 $8,000
Q1 2023 May 12, 2023	SELL	$83.95 - $100.83 $50,034 - $60,094	-596 Reduced 42.45%	808 $70,000
Q4 2022 Feb 14, 2023	SELL	$75.3 - $93.04 $394,421 - $487,343	-5,238 Reduced 78.86%	1,404 $119,000
Q3 2022 Nov 10, 2022	BUY	$21.84 - $90.15 $2,052 - $8,474	94 Added 1.44%	6,642 $525,000
Q2 2022 Oct 03, 2022	BUY	$72.9 - $90.61 $437 - $543	6 Added 0.09%	6,548 $589,000
Q1 2022 Oct 03, 2022	BUY	$83.31 - $108.73 $545,014 - $711,311	6,542 New	6,542 $555,000

2,122

1.31B

26.3M

29.4M

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...

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