A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 496 shares of MS stock, worth $59,242. This represents 0.03% of its overall portfolio holdings.

Number of Shares
496
Previous 400 24.0%
Holding current value
$59,242
Previous $37,000 29.73%
% of portfolio
0.03%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$86.19 - $101.53 $8,274 - $9,746
96 Added 24.0%
496 $48,000
Q3 2022

Nov 08, 2022

SELL
$21.84 - $90.15 $283 - $1,171
-13 Reduced 3.15%
400 $32,000
Q1 2022

May 12, 2022

BUY
$83.31 - $108.73 $83 - $108
1 Added 0.24%
413 $36,000
Q4 2021

Feb 11, 2022

BUY
$94.82 - $104.66 $1,137 - $1,255
12 Added 3.0%
412 $40,000
Q2 2021

Aug 12, 2021

BUY
$77.29 - $93.96 $15,458 - $18,792
200 Added 100.0%
400 $37,000
Q1 2021

May 11, 2021

BUY
$67.05 - $84.34 $13,410 - $16,868
200 New
200 $16,000
Q1 2020

May 07, 2020

SELL
$27.81 - $57.51 $5,562 - $11,502
-200 Closed
0 $0
Q4 2019

Feb 10, 2020

BUY
$39.82 - $51.12 $7,964 - $10,224
200 New
200 $10,000

Others Institutions Holding MS

About MORGAN STANLEY


  • 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...
More about MS
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