Morris Retirement Advisors, LLC Morgan Stanley Transaction History

Morris Retirement Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$83.9 - $94.16 $189,697 - $212,895	2,261 New	2,261 $212,000
Q4 2022 Feb 02, 2023	SELL	$75.3 - $93.04 $43,523 - $53,777	-578 Reduced 9.41%	5,566 $473,000
Q3 2022 Oct 14, 2022	BUY	$21.84 - $90.15 $8,670 - $35,789	397 Added 6.91%	6,144 $482,000
Q2 2022 Aug 08, 2022	SELL	$72.9 - $90.61 $11,445 - $14,225	-157 Reduced 2.66%	5,747 $437,000
Q1 2022 May 10, 2022	BUY	$83.31 - $108.73 $25,659 - $33,488	308 Added 5.5%	5,904 $516,000
Q4 2021 Feb 02, 2022	BUY	$94.82 - $104.66 $104,776 - $115,649	1,105 Added 24.6%	5,596 $549,000
Q3 2021 Oct 28, 2021	BUY	$87.64 - $105.45 $41,103 - $49,456	469 Added 11.66%	4,491 $437,000
Q2 2021 Jul 29, 2021	BUY	$77.29 - $93.96 $310,860 - $377,907	4,022 New	4,022 $369,000

2,122

1.31B

26.3M

29.4M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $228B
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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