Poehling Capital Management, Inc. Morgan Stanley Transaction History

Poehling Capital Management, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 06, 2020	SELL	$27.81 - $57.51 $182,767 - $377,955	-6,572 Closed	0 $0
Q3 2019 Nov 12, 2019	SELL	$39.1 - $45.74 $195 - $228	-5 Reduced 0.08%	6,572 $280,000
Q2 2019 Aug 09, 2019	BUY	$40.69 - $48.46 $203 - $242	5 Added 0.08%	6,577 $288,000
Q1 2019 May 13, 2019	SELL	$39.68 - $44.49 $3,174 - $3,559	-80 Reduced 1.2%	6,572 $277,000
Q3 2018 Nov 13, 2018	BUY	$46.57 - $51.05 $51,227 - $56,155	1,100 Added 19.81%	6,652 $310,000
Q2 2018 Aug 08, 2018	SELL	$47.19 - $55.22 $51,909 - $60,742	-1,100 Reduced 16.54%	5,552 $263,000
Q4 2017 Feb 13, 2018	BUY	$48.1 - $53.85 $319,961 - $358,210	6,652	6,652 $349,000

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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