A detailed history of Journey Advisory Group, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Journey Advisory Group, LLC holds 3,520 shares of MS stock, worth $462,105. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,520
Previous 3,520 -0.0%
Holding current value
$462,105
Previous $342,000 7.02%
% of portfolio
0.04%
Previous 0.04%

Shares

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

May 09, 2024

BUY
$83.9 - $94.16 $15,269 - $17,137
182 Added 5.45%
3,520 $331,000
Q4 2023

Feb 12, 2024

BUY
$70.4 - $93.66 $70 - $93
1 Added 0.03%
3,338 $311,000
Q2 2023

Aug 09, 2023

BUY
$81.22 - $91.12 $12,183 - $13,668
150 Added 4.71%
3,337 $284,000
Q1 2023

May 04, 2023

BUY
$83.95 - $100.83 $267,548 - $321,345
3,187 New
3,187 $279,000
Q3 2022

Nov 09, 2022

BUY
$21.84 - $90.15 $50,232 - $207,345
2,300 New
2,300 $182,000

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 $222B
  • 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
Track This Portfolio

Track Journey Advisory Group, LLC Portfolio

Follow Journey Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Journey Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Advisory Group, LLC with notifications on news.