One Ascent Wealth Management LLC Morgan Stanley Transaction History

One Ascent Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 08, 2022	SELL	$72.9 - $90.61 $65,172 - $81,005	-894 Reduced 17.96%	4,083 $311,000
Q1 2022 May 12, 2022	BUY	$83.31 - $108.73 $414,633 - $541,149	4,977 New	4,977 $435,000
Q3 2021 Nov 12, 2021	SELL	$87.64 - $105.45 $849,669 - $1.02 Million	-9,695 Closed	0 $0
Q1 2021 Apr 27, 2021	SELL	$67.05 - $84.34 $11,666 - $14,675	-174 Reduced 1.76%	9,695 $753,000
Q4 2020 Feb 08, 2021	BUY	$47.26 - $68.53 $466,408 - $676,322	9,869 New	9,869 $676,000

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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