Liberty Wealth Management LLC Morgan Stanley Transaction History

Liberty Wealth Management LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	BUY	$83.95 - $100.83 $291,054 - $349,577	3,467 New	3,467 $304,000
Q4 2021 Feb 15, 2022	SELL	$94.82 - $104.66 $9,482 - $10,466	-100 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$87.64 - $105.45 $3,856 - $4,639	44 Added 78.57%	100 $10,000
Q2 2021 Aug 13, 2021	SELL	$77.29 - $93.96 $394,101 - $479,102	-5,099 Reduced 98.91%	56 $5,000
Q2 2021 Aug 13, 2021	BUY	$77.29 - $93.96 $390,237 - $474,404	5,049 Added 4763.21%	5,155 $56,000
Q4 2020 Feb 09, 2021	BUY	$47.26 - $68.53 $47 - $68	1 Added 0.95%	106 $7,000
Q3 2020 Nov 05, 2020	BUY	$46.42 - $53.25 $46 - $53	1 Added 0.96%	105 $5,000
Q2 2020 Aug 04, 2020	BUY	$31.62 - $50.4 $2,339 - $3,729	74 Added 246.67%	104 $5,000
Q1 2020 Apr 27, 2020	SELL	$27.81 - $57.51 $305 - $632	-11 Reduced 26.83%	30 $1,000
Q4 2019 Feb 05, 2020	SELL	$39.82 - $51.12 $517 - $664	-13 Reduced 24.07%	41 $2,000
Q2 2019 Jul 30, 2019	SELL	$40.69 - $48.46 $447 - $533	-11 Reduced 16.92%	54 $2,000
Q1 2019 Apr 18, 2019	SELL	$39.68 - $44.49 $27,418 - $30,742	-691 Reduced 91.4%	65 $2,000
Q4 2018 Mar 26, 2019	BUY	$37.01 - $47.27 $27,979 - $35,736	756 New	756 $29,000

2,089

1.33B

26.6M

27.2M

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...

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