Tarbox Family Office, Inc. Morgan Stanley Transaction History

Tarbox Family Office, Inc.

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 19, 2022	SELL	$72.9 - $90.61 $36,595 - $45,486	-502 Closed	0 $0
Q1 2022 Apr 25, 2022	SELL	$83.31 - $108.73 $37,989 - $49,580	-456 Reduced 47.6%	502 $44,000
Q4 2021 Jan 06, 2022	BUY	$94.82 - $104.66 $2,844 - $3,139	30 Added 3.23%	958 $94,000
Q3 2021 Oct 12, 2021	SELL	$87.64 - $105.45 $1,139 - $1,370	-13 Reduced 1.38%	928 $90,000
Q2 2021 Jul 16, 2021	BUY	$77.29 - $93.96 $4,560 - $5,543	59 Added 6.69%	941 $86,000
Q1 2021 Apr 27, 2021	SELL	$67.05 - $84.34 $134 - $168	-2 Reduced 0.23%	882 $68,000
Q4 2020 Jan 27, 2021	BUY	$47.26 - $68.53 $2,126 - $3,083	45 Added 5.36%	884 $61,000
Q2 2020 Jul 23, 2020	SELL	$31.62 - $50.4 $600 - $957	-19 Reduced 2.21%	839 $41,000
Q1 2020 Apr 30, 2020	BUY	$27.81 - $57.51 $4,505 - $9,316	162 Added 23.28%	858 $29,000
Q4 2019 Jan 31, 2020	SELL	$39.82 - $51.12 $358 - $460	-9 Reduced 1.28%	696 $36,000
Q2 2019 Aug 02, 2019	SELL	$40.69 - $48.46 $6,347 - $7,559	-156 Reduced 18.12%	705 $31,000
Q4 2018 Feb 01, 2019	SELL	$37.01 - $47.27 $2,553 - $3,261	-69 Reduced 7.42%	861 $34,000
Q3 2018 Oct 29, 2018	BUY	$46.57 - $51.05 $7,264 - $7,963	156 Added 20.16%	930 $43,000
Q1 2018 Apr 25, 2018	BUY	$51.79 - $58.91 $2,434 - $2,768	47 Added 6.46%	774 $42,000
Q3 2017 Oct 19, 2017	BUY	$44.01 - $48.31 $31,995 - $35,121	727	727 $35,000

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...

Get notified when there are updates to the investment portfolio of Tarbox Family Office, Inc., based on Form 13F filings with the SEC.

Stay updated on Tarbox Family Office, Inc. with notifications on news.