Laidlaw Wealth Management LLC Morgan Stanley Transaction History

Laidlaw Wealth Management LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	$70.4 - $93.66 $18,163 - $24,164	-258 Reduced 4.19%	5,902 $550,000
Q3 2023 Nov 13, 2023	SELL	$81.65 - $94.67 $698,270 - $809,617	-8,552 Reduced 58.13%	6,160 $503,000
Q2 2023 Aug 11, 2023	BUY	$81.22 - $91.12 $610,449 - $684,857	7,516 Added 104.45%	14,712 $1.26 Million
Q1 2023 May 12, 2023	BUY	$83.95 - $100.83 $42,646 - $51,221	508 Added 7.6%	7,196 $631,000
Q4 2022 Feb 14, 2023	BUY	$75.3 - $93.04 $301 - $372	4 Added 0.06%	6,688 $568,000
Q3 2022 Nov 14, 2022	BUY	$21.84 - $90.15 $37,957 - $156,680	1,738 Added 35.14%	6,684 $528,000
Q2 2022 Aug 12, 2022	BUY	$72.9 - $90.61 $2,332 - $2,899	32 Added 0.65%	4,946 $376,000
Q1 2022 May 12, 2022	BUY	$83.31 - $108.73 $55,651 - $72,631	668 Added 15.73%	4,914 $429,000
Q4 2021 Feb 14, 2022	BUY	$94.82 - $104.66 $402,605 - $444,386	4,246 New	4,246 $417,000

2,122

1.31B

26.3M

29.4M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $228B
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...

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