Sugarloaf Wealth Management, LLC Morgan Stanley Transaction History

Sugarloaf Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 11, 2022	BUY	$21.84 - $90.15 $65 - $270	3 Added 1.97%	155 $13,000
Q2 2022 Jul 12, 2022	SELL	$72.9 - $90.61 $57,080 - $70,947	-783 Reduced 83.74%	152 $11,000
Q1 2022 Apr 25, 2022	BUY	$83.31 - $108.73 $66,731 - $87,092	801 Added 597.76%	935 $82,000
Q3 2021 Oct 20, 2021	SELL	$87.64 - $105.45 $6,310 - $7,592	-72 Reduced 34.95%	134 $13,000
Q2 2021 Jul 20, 2021	SELL	$77.29 - $93.96 $2,395 - $2,912	-31 Reduced 13.08%	206 $19,000
Q1 2021 Apr 19, 2021	BUY	$67.05 - $84.34 $6,906 - $8,687	103 Added 76.87%	237 $18,000
Q4 2019 Jan 29, 2020	BUY	$39.82 - $51.12 $5,335 - $6,850	134 New	134 $7,000

2,127

1.31B

26.3M

29.4M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $217B
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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