Legacy Wealth Asset Management, LLC Morgan Stanley Transaction History

Legacy Wealth Asset Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 19, 2022	BUY	$72.9 - $90.61 $6,196 - $7,701	85 Added 0.69%	12,389 $942,000
Q1 2022 May 12, 2022	SELL	$83.31 - $108.73 $7,164 - $9,350	-86 Reduced 0.69%	12,304 $1.08 Million
Q4 2021 Feb 10, 2022	SELL	$94.82 - $104.66 $74,907 - $82,681	-790 Reduced 5.99%	12,390 $1.22 Million
Q3 2021 Oct 19, 2021	SELL	$87.64 - $105.45 $32,076 - $38,594	-366 Reduced 2.7%	13,180 $1.28 Million
Q2 2021 Jul 14, 2021	SELL	$77.29 - $93.96 $27,824 - $33,825	-360 Reduced 2.59%	13,546 $1.24 Million
Q1 2021 Apr 20, 2021	SELL	$67.05 - $84.34 $7,777 - $9,783	-116 Reduced 0.83%	13,906 $1.08 Million
Q4 2020 Mar 25, 2021	BUY	$47.26 - $68.53 $662,679 - $960,927	14,022 New	14,022 $961,000

2,127

1.31B

26.3M

29.4M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $217B
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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