Tradition Wealth Management, LLC Morgan Stanley Transaction History

Tradition Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	$70.4 - $93.66 $10,278 - $13,674	-146 Reduced 12.77%	997 $93,000
Q3 2023 Nov 13, 2023	SELL	$81.65 - $94.67 $24,984 - $28,969	-306 Reduced 21.12%	1,143 $93,000
Q2 2023 Aug 14, 2023	SELL	$81.22 - $91.12 $200,775 - $225,248	-2,472 Reduced 63.05%	1,449 $124,000
Q1 2023 May 11, 2023	BUY	$83.95 - $100.83 $17,629 - $21,174	210 Added 5.66%	3,921 $344,000
Q4 2022 Feb 03, 2023	SELL	$75.3 - $93.04 $1,807 - $2,232	-24 Reduced 0.64%	3,711 $316,000
Q3 2022 Nov 14, 2022	SELL	$21.84 - $90.15 $16,380 - $67,612	-750 Reduced 16.72%	3,735 $295,000
Q2 2022 Aug 02, 2022	SELL	$72.9 - $90.61 $59,486 - $73,937	-816 Reduced 15.39%	4,485 $341,000
Q1 2022 May 11, 2022	BUY	$83.31 - $108.73 $188,363 - $245,838	2,261 Added 74.38%	5,301 $463,000
Q4 2021 Feb 14, 2022	BUY	$94.82 - $104.66 $13,085 - $14,443	138 Added 4.76%	3,040 $298,000
Q3 2021 Nov 12, 2021	BUY	$87.64 - $105.45 $165,289 - $198,878	1,886 Added 185.63%	2,902 $282,000
Q4 2020 Feb 16, 2021	BUY	$47.26 - $68.53 $48,016 - $69,626	1,016 New	1,016 $70,000

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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