Ima Wealth, Inc. Morgan Stanley Transaction History

Ima Wealth, Inc.

$914 Million
Q2 2025

A detailed history of Ima Wealth, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Ima Wealth, Inc. holds 398 shares of MS stock, worth $66,075. This represents 0.01% of its overall portfolio holdings.

Number of Shares

398

Previous 388 2.58%

Holding current value

$66,075

Previous $45,000 24.44%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$99.83 - $140.86 $998 - $1,408	10 Added 2.58%	398 $56,000
Q1 2025 May 06, 2025	BUY	$111.68 - $141.08 $43,331 - $54,739	388 New	388 $45,000
Q3 2024 Nov 14, 2024	BUY	$92.07 - $106.96 $42,168 - $48,987	458 New	458 $47,000
Q2 2023 Aug 15, 2023	SELL	$81.22 - $91.12 $3,086 - $3,462	-38 Reduced 2.06%	1,804 $154,000
Q1 2023 May 15, 2023	SELL	$83.95 - $100.83 $31,984 - $38,416	-381 Reduced 17.14%	1,842 $161,000
Q4 2022 Feb 15, 2023	SELL	$75.3 - $93.04 $150 - $186	-2 Reduced 0.09%	2,223 $189,000
Q3 2022 Nov 15, 2022	BUY	$21.84 - $90.15 $5,656 - $23,348	259 Added 13.17%	2,225 $176,000
Q2 2022 Aug 18, 2022	SELL	$72.9 - $90.61 $11,882 - $14,769	-163 Reduced 7.66%	1,966 $150,000
Q4 2021 Feb 14, 2022	SELL	$94.82 - $104.66 $23,989 - $26,478	-253 Reduced 10.62%	2,129 $209,000
Q3 2021 Nov 03, 2021	SELL	$87.64 - $105.45 $629,693 - $757,658	-7,185 Reduced 75.1%	2,382 $232,000
Q2 2021 Aug 13, 2021	BUY	$77.29 - $93.96 $45,214 - $54,966	585 Added 6.51%	9,567 $877,000
Q1 2021 May 13, 2021	SELL	$67.05 - $84.34 $2.55 Million - $3.21 Million	-38,104 Reduced 80.92%	8,982 $698,000
Q4 2020 Feb 08, 2021	BUY	$47.26 - $68.53 $198,586 - $287,963	4,202 Added 9.8%	47,086 $3.23 Million
Q3 2020 Nov 16, 2020	SELL	$46.42 - $53.25 $1,763 - $2,023	-38 Reduced 0.09%	42,884 $2.07 Million
Q2 2020 Aug 13, 2020	BUY	$31.62 - $50.4 $25,612 - $40,824	810 Added 1.92%	42,922 $2.07 Million
Q1 2020 Apr 14, 2020	BUY	$27.81 - $57.51 $1.17 Million - $2.42 Million	42,112 New	42,112 $1.43 Million
Q2 2019 Jul 19, 2019	SELL	$40.69 - $48.46 $30,110 - $35,860	-740 Closed	0 $0
Q1 2019 May 09, 2019	BUY	$39.68 - $44.49 $29,363 - $32,922	740 New	740 $31,000
Q3 2018 Oct 18, 2018	SELL	$46.57 - $51.05 $3,539 - $3,879	-76 Closed	0 $0
Q2 2018 Aug 01, 2018	BUY	$47.19 - $55.22 $3,586 - $4,196	76 New	76 $4,000

Others Institutions Holding MS

# of Institutions

2,585

Shares Held

1.33B

Call Options Held

19.3M

Put Options Held

23.9M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $281B
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

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