Maltin Wealth Management, Inc. Morgan Stanley Transaction History

Maltin Wealth Management, Inc.

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$83.9 - $94.16 $433,175 - $486,148	-5,163 Reduced 69.54%	2,262 $212,000
Q4 2023 Jan 18, 2024	SELL	$70.4 - $93.66 $67,161 - $89,351	-954 Reduced 11.39%	7,425 $692,000
Q3 2023 Oct 10, 2023	BUY	$81.65 - $94.67 $9,553 - $11,076	117 Added 1.42%	8,379 $684,000
Q2 2023 Aug 03, 2023	BUY	$81.22 - $91.12 $671,039 - $752,833	8,262 New	8,262 $705,000
Q1 2023 Apr 19, 2023	BUY	$83.95 - $100.83 $2,854 - $3,428	34 Added 0.44%	7,700 $676,000
Q4 2022 Feb 16, 2023	SELL	$75.3 - $93.04 $11,596 - $14,328	-154 Reduced 1.97%	7,666 $651,000
Q3 2022 Nov 14, 2022	SELL	$21.84 - $90.15 $3,232 - $13,342	-148 Reduced 1.86%	7,820 $618,000
Q2 2022 Aug 05, 2022	SELL	$72.9 - $90.61 $155,787 - $193,633	-2,137 Reduced 21.15%	7,968 $606,000
Q1 2022 May 06, 2022	BUY	$83.31 - $108.73 $44,237 - $57,735	531 Added 5.55%	10,105 $883,000
Q4 2021 Feb 02, 2022	BUY	$94.82 - $104.66 $385,443 - $425,442	4,065 Added 73.79%	9,574 $940,000
Q3 2021 Nov 09, 2021	BUY	$87.64 - $105.45 $2,716 - $3,268	31 Added 0.57%	5,509 $536,000
Q2 2021 Jul 23, 2021	SELL	$77.29 - $93.96 $21,718 - $26,402	-281 Reduced 4.88%	5,478 $502,000
Q1 2021 Apr 29, 2021	BUY	$67.05 - $84.34 $88,908 - $111,834	1,326 Added 29.91%	5,759 $447,000
Q4 2020 Jan 20, 2021	BUY	$47.26 - $68.53 $209,503 - $303,793	4,433 New	4,433 $304,000

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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