A detailed history of Primoris Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 2,305 shares of MS stock, worth $275,309. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,305
Previous 2,305 -0.0%
Holding current value
$275,309
Previous $217,000 3.23%
% of portfolio
0.18%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 15, 2024

BUY
$70.4 - $93.66 $162,272 - $215,886
2,305 New
2,305 $214,000
Q1 2023

Apr 25, 2023

SELL
$83.95 - $100.83 $22,162 - $26,619
-264 Reduced 9.8%
2,429 $213,000
Q4 2022

Feb 03, 2023

BUY
$75.3 - $93.04 $202,782 - $250,556
2,693 New
2,693 $228,000
Q2 2022

Jul 29, 2022

SELL
$72.9 - $90.61 $177,074 - $220,091
-2,429 Closed
0 $0
Q4 2021

Feb 08, 2022

BUY
$94.82 - $104.66 $230,317 - $254,219
2,429 New
2,429 $238,000

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 $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...
More about MS
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