Tci Wealth Advisors, Inc. Morgan Stanley Transaction History

Tci Wealth Advisors, Inc.

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	BUY	$83.95 - $100.83 $5,876 - $7,058	70 Added 9.36%	818 $71,000
Q4 2022 Feb 06, 2023	SELL	$75.3 - $93.04 $8,734 - $10,792	-116 Reduced 13.43%	748 $63,000
Q3 2022 Nov 08, 2022	BUY	$21.84 - $90.15 $2,751 - $11,358	126 Added 17.07%	864 $68,000
Q2 2022 Jul 19, 2022	SELL	$72.9 - $90.61 $218 - $271	-3 Reduced 0.4%	738 $56,000
Q1 2022 Apr 29, 2022	SELL	$83.31 - $108.73 $916 - $1,196	-11 Reduced 1.46%	741 $65,000
Q2 2021 Aug 02, 2021	SELL	$77.29 - $93.96 $1,004 - $1,221	-13 Reduced 1.7%	752 $69,000
Q1 2021 Apr 29, 2021	BUY	$67.05 - $84.34 $8,649 - $10,879	129 Added 20.28%	765 $59,000
Q4 2020 Jan 21, 2021	BUY	$47.26 - $68.53 $8,932 - $12,952	189 Added 42.28%	636 $44,000
Q2 2020 Jul 20, 2020	SELL	$31.62 - $50.4 $252 - $403	-8 Reduced 1.76%	447 $22,000
Q1 2020 Apr 14, 2020	SELL	$27.81 - $57.51 $20,718 - $42,844	-745 Reduced 62.08%	455 $15,000
Q4 2019 Jan 27, 2020	BUY	$39.82 - $51.12 $31,179 - $40,026	783 Added 187.77%	1,200 $61,000
Q3 2019 Oct 17, 2019	SELL	$39.1 - $45.74 $4,183 - $4,894	-107 Reduced 20.42%	417 $18,000
Q1 2019 Apr 11, 2019	BUY	$39.68 - $44.49 $3,888 - $4,360	98 Added 23.0%	524 $22,000
Q4 2018 Jan 17, 2019	BUY	$37.01 - $47.27 $148 - $189	4 Added 0.95%	426 $17,000
Q3 2018 Nov 02, 2018	BUY	$46.57 - $51.05 $232 - $255	5 Added 1.2%	422 $20,000
Q3 2017 Oct 24, 2017	SELL	$44.01 - $48.31 $176 - $193	-4 Reduced 0.95%	417 $20,000
Q2 2017 Aug 10, 2017	BUY	N/A	421	421 $19,000

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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