Jackson Wealth Management, LLC Morgan Stanley Transaction History

Jackson Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 11, 2024	SELL	$83.9 - $94.16 $2.34 Million - $2.62 Million	-27,852 Reduced 91.56%	2,568 $241,000
Q4 2023 Feb 14, 2024	SELL	$70.4 - $93.66 $949,062 - $1.26 Million	-13,481 Reduced 30.71%	30,420 $2.84 Million
Q3 2023 Nov 14, 2023	SELL	$81.65 - $94.67 $178,078 - $206,475	-2,181 Reduced 4.73%	43,901 $3.59 Million
Q2 2023 Aug 02, 2023	BUY	$81.22 - $91.12 $3.74 Million - $4.2 Million	46,082 New	46,082 $3.94 Million
Q4 2022 Feb 10, 2023	SELL	$75.3 - $93.04 $1.38 Million - $1.7 Million	-18,302 Reduced 31.34%	40,098 $3.41 Million
Q3 2022 Nov 14, 2022	BUY	$21.84 - $90.15 $769,423 - $3.18 Million	35,230 Added 152.05%	58,400 $4.61 Million
Q2 2022 Aug 01, 2022	SELL	$72.9 - $90.61 $2.3 Million - $2.86 Million	-31,593 Reduced 57.69%	23,170 $1.76 Million
Q1 2022 May 05, 2022	BUY	$83.31 - $108.73 $4.56 Million - $5.95 Million	54,763 New	54,763 $4.79 Million

2,123

1.31B

26.3M

29.4M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $223B
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 Jackson Wealth Management, LLC, based on Form 13F filings with the SEC.

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