A detailed history of Jfs Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,230 shares of MS stock, worth $119,543. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,230
Previous 1,140 7.89%
Holding current value
$119,543
Previous $106,000 8.49%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$83.9 - $94.16 $7,551 - $8,474
90 Added 7.89%
1,230 $115,000
Q4 2023

Feb 07, 2024

SELL
$70.4 - $93.66 $422 - $561
-6 Reduced 0.52%
1,140 $106,000
Q3 2023

Nov 02, 2023

SELL
$81.65 - $94.67 $6,205 - $7,194
-76 Reduced 6.22%
1,146 $93,000
Q2 2023

Aug 07, 2023

SELL
$81.22 - $91.12 $3,248 - $3,644
-40 Reduced 3.17%
1,222 $104,000
Q1 2023

Apr 19, 2023

BUY
$83.95 - $100.83 $1,427 - $1,714
17 Added 1.37%
1,262 $110,000
Q4 2022

Feb 13, 2023

BUY
$75.3 - $93.04 $57,981 - $71,640
770 Added 162.11%
1,245 $105,000
Q3 2022

Oct 21, 2022

BUY
$21.84 - $90.15 $5,634 - $23,258
258 Added 118.89%
475 $38,000
Q2 2022

Aug 02, 2022

SELL
$72.9 - $90.61 $12,684 - $15,766
-174 Reduced 44.5%
217 $17,000
Q1 2022

May 02, 2022

BUY
$83.31 - $108.73 $10,497 - $13,699
126 Added 47.55%
391 $34,000
Q4 2021

Feb 03, 2022

BUY
$94.82 - $104.66 $9,576 - $10,570
101 Added 61.59%
265 $26,000
Q3 2021

Nov 09, 2021

BUY
$87.64 - $105.45 $6,923 - $8,330
79 Added 92.94%
164 $16,000
Q4 2020

Feb 01, 2021

BUY
$47.26 - $68.53 $4,017 - $5,825
85 New
85 $6,000
Q1 2018

Apr 26, 2018

SELL
$51.79 - $58.91 $16,158 - $18,379
-312 Closed
0 $0
Q4 2017

Jan 31, 2018

BUY
$48.1 - $53.85 $15,007 - $16,801
312
312 $16,000

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 $165B
  • 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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