M Holdings Securities, Inc. Morgan Stanley Transaction History

M Holdings Securities, Inc.

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	BUY	$83.95 - $100.83 $10,493 - $12,603	125 Added 2.1%	6,069 $533,000
Q4 2022 Feb 10, 2023	SELL	$75.3 - $93.04 $9,638 - $11,909	-128 Reduced 2.11%	5,944 $505,000
Q3 2022 Nov 16, 2022	BUY	$21.84 - $90.15 $12,863 - $53,098	589 Added 10.74%	6,072 $480,000
Q2 2022 Aug 16, 2022	BUY	$72.9 - $90.61 $27,774 - $34,522	381 Added 7.47%	5,483 $417,000
Q1 2022 May 24, 2022	BUY	$83.31 - $108.73 $425,047 - $554,740	5,102 New	5,102 $446,000
Q2 2021 Aug 19, 2021	SELL	$77.29 - $93.96 $415,974 - $505,692	-5,382 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$67.05 - $84.34 $360,863 - $453,917	5,382 New	5,382 $418,000
Q2 2019 Aug 16, 2019	SELL	$40.69 - $48.46 $370,726 - $441,519	-9,111 Closed	0 $0
Q1 2019 May 17, 2019	BUY	$39.68 - $44.49 $98,882 - $110,869	2,492 Added 37.65%	9,111 $384,000
Q4 2018 Feb 15, 2019	BUY	$37.01 - $47.27 $28,793 - $36,776	778 Added 13.32%	6,619 $262,000
Q3 2018 Nov 16, 2018	BUY	$46.57 - $51.05 $1,862 - $2,042	40 Added 0.69%	5,841 $272,000
Q2 2018 Aug 17, 2018	BUY	$47.19 - $55.22 $5,332 - $6,239	113 Added 1.99%	5,801 $275,000
Q1 2018 May 18, 2018	BUY	$51.79 - $58.91 $1,605 - $1,826	31 Added 0.55%	5,688 $307,000
Q4 2017 Feb 15, 2018	SELL	$48.1 - $53.85 $6,060 - $6,785	-126 Reduced 2.18%	5,657 $221,000
Q3 2017 Nov 15, 2017	BUY	$44.01 - $48.31 $10,782 - $11,835	245 Added 4.42%	5,783 $279,000
Q2 2017 Aug 22, 2017	BUY	N/A	5,538	5,538 $247,000

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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