Intercontinental Wealth Advisors, LLC Morgan Stanley Transaction History

Intercontinental Wealth Advisors, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 05, 2022	SELL	$72.9 - $90.61 $247,276 - $307,349	-3,392 Closed	0 $0
Q4 2021 Feb 08, 2022	SELL	$94.82 - $104.66 $91,406 - $100,892	-964 Reduced 22.13%	3,392 $333,000
Q3 2021 Nov 12, 2021	BUY	$87.64 - $105.45 $20,507 - $24,675	234 Added 5.68%	4,356 $424,000
Q2 2021 Aug 06, 2021	BUY	$77.29 - $93.96 $1,623 - $1,973	21 Added 0.51%	4,122 $378,000
Q1 2021 May 14, 2021	SELL	$67.05 - $84.34 $77,375 - $97,328	-1,154 Reduced 21.96%	4,101 $318,000

Q4 2020 Feb 19, 2021	BUY	$47.26 - $68.53 $2,882 - $4,180	61 Added 1.17%	5,255 $360,000
Q3 2020 Mar 10, 2021	BUY	$46.42 - $53.25 $92,654 - $106,287	1,996 Added 62.41%	5,194 $251,000
Q3 2020 Jan 19, 2021	SELL	$46.42 - $53.25 $92,840 - $106,500	-2,000 Reduced 38.48%	3,198 $136,000
Q2 2020 Mar 10, 2021	BUY	$31.62 - $50.4 $62,101 - $98,985	1,964 Added 60.73%	5,198 $251,000
Q2 2020 Jan 19, 2021	SELL	$31.62 - $50.4 $94 - $151	-3 Reduced 0.09%	3,234 $142,000
Q1 2020 Jan 19, 2021	BUY	$27.81 - $57.51 $20,718 - $42,844	745 Added 29.9%	3,237 $137,000
Q4 2019 Feb 07, 2020	SELL	$39.82 - $51.12 $28,112 - $36,090	-706 Reduced 22.08%	2,492 $137,000
Q3 2019 Oct 09, 2019	SELL	$39.1 - $45.74 $1,407 - $1,646	-36 Reduced 1.11%	3,198 $136,000
Q2 2019 Aug 02, 2019	SELL	$40.69 - $48.46 $122 - $145	-3 Reduced 0.09%	3,234 $142,000
Q4 2018 Jan 31, 2019	BUY	$37.01 - $47.27 $119,801 - $153,012	3,237 New	3,237 $128,000

2,005

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...

Get notified when there are updates to the investment portfolio of Intercontinental Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Intercontinental Wealth Advisors, LLC with notifications on news.