A detailed history of Perfromance Wealth Partners, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 2,760 shares of MS stock, worth $271,170. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,760
Previous 2,760 -0.0%
Holding current value
$271,170
Previous $259,000 3.47%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

SELL
$83.9 - $94.16 $6,544 - $7,344
-78 Reduced 2.75%
2,760 $259,000
Q4 2023

Jan 22, 2024

BUY
$70.4 - $93.66 $2,816 - $3,746
40 Added 1.43%
2,838 $264,000
Q2 2023

Jul 13, 2023

SELL
$81.22 - $91.12 $8,122 - $9,112
-100 Reduced 3.45%
2,798 $238,000
Q4 2022

Jan 19, 2023

SELL
$75.3 - $93.04 $3,990 - $4,931
-53 Reduced 1.8%
2,898 $0
Q3 2022

Oct 17, 2022

SELL
$21.84 - $90.15 $436 - $1,803
-20 Reduced 0.67%
2,951 $233,000
Q2 2022

Jul 15, 2022

SELL
$72.9 - $90.61 $729 - $906
-10 Reduced 0.34%
2,971 $226,000
Q1 2022

Apr 21, 2022

SELL
$83.31 - $108.73 $1,499 - $1,957
-18 Reduced 0.6%
2,981 $261,000
Q4 2021

Feb 03, 2022

BUY
$94.82 - $104.66 $284,365 - $313,875
2,999 New
2,999 $294,000

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 $166B
  • 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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