Platte River Wealth Advisors, LLC Morgan Stanley Transaction History

Platte River Wealth Advisors, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	SELL	$70.4 - $93.66 $94,336 - $125,504	-1,340 Reduced 33.54%	2,655 $247,000
Q3 2023 Oct 11, 2023	BUY	$81.65 - $94.67 $10,777 - $12,496	132 Added 3.42%	3,995 $326,000
Q1 2023 Apr 07, 2023	SELL	$83.95 - $100.83 $5,624 - $6,755	-67 Reduced 1.7%	3,863 $339,000
Q2 2022 Jul 08, 2022	SELL	$72.9 - $90.61 $215,055 - $267,299	-2,950 Reduced 42.88%	3,930 $299,000
Q1 2022 Apr 19, 2022	SELL	$83.31 - $108.73 $44,154 - $57,626	-530 Reduced 7.15%	6,880 $601,000
Q4 2021 Jan 12, 2022	BUY	$94.82 - $104.66 $95,768 - $105,706	1,010 Added 15.78%	7,410 $785,000
Q3 2021 Oct 20, 2021	BUY	$87.64 - $105.45 $34,617 - $41,652	395 Added 6.58%	6,400 $623,000
Q2 2021 Jul 15, 2021	BUY	$77.29 - $93.96 $168,492 - $204,832	2,180 Added 56.99%	6,005 $551,000
Q1 2021 Apr 12, 2021	BUY	$67.05 - $84.34 $256,466 - $322,600	3,825 New	3,825 $307,000
Q2 2020 Jul 07, 2020	SELL	$31.62 - $50.4 $400,467 - $638,316	-12,665 Closed	0 $0
Q4 2019 Feb 03, 2020	BUY	$39.82 - $51.12 $504,320 - $647,434	12,665 New	12,665 $662,000

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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