A detailed history of Janiczek Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 206 shares of MS stock, worth $24,604. This represents 0.0% of its overall portfolio holdings.

Number of Shares
206
Previous 209 1.44%
Holding current value
$24,604
Previous $19,000 5.26%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 25, 2024

SELL
$86.19 - $101.53 $258 - $304
-3 Reduced 1.44%
206 $20,000
Q1 2024

Apr 15, 2024

SELL
$83.9 - $94.16 $755 - $847
-9 Reduced 4.13%
209 $19,000
Q4 2023

Jan 26, 2024

SELL
$70.4 - $93.66 $8,377 - $11,145
-119 Reduced 35.31%
218 $20,000
Q3 2023

Oct 13, 2023

BUY
$81.65 - $94.67 $24,495 - $28,401
300 Added 810.81%
337 $27,000
Q1 2023

Apr 21, 2023

BUY
$83.95 - $100.83 $251 - $302
3 Added 8.82%
37 $3,000
Q4 2022

Jan 20, 2023

BUY
$75.3 - $93.04 $978 - $1,209
13 Added 61.9%
34 $0
Q3 2021

Oct 19, 2021

BUY
$87.64 - $105.45 $788 - $949
9 Added 75.0%
21 $2,000
Q2 2021

Jul 28, 2021

BUY
$77.29 - $93.96 $927 - $1,127
12 New
12 $1,000
Q3 2020

Oct 19, 2020

SELL
$46.42 - $53.25 $5,059 - $5,804
-109 Closed
0 $0
Q2 2020

Jul 17, 2020

BUY
$31.62 - $50.4 $3,446 - $5,493
109 New
109 $5,000
Q3 2019

Oct 30, 2019

SELL
$39.1 - $45.74 $7,820 - $9,148
-200 Closed
0 $0
Q3 2018

Oct 22, 2018

SELL
$46.57 - $51.05 $977 - $1,072
-21 Reduced 9.5%
200 $9,000
Q2 2018

Jul 25, 2018

BUY
$47.19 - $55.22 $10,428 - $12,203
221 New
221 $10,000

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 $202B
  • 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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