A detailed history of Trinity Point Wealth, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 2,023 shares of MS stock, worth $271,203. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,023
Holding current value
$271,203
% of portfolio
0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$92.07 - $106.96 $186,257 - $216,380
2,023 New
2,023 $210,000
Q1 2022

May 13, 2022

SELL
$83.31 - $108.73 $185,281 - $241,815
-2,224 Closed
0 $0
Q4 2021

Feb 11, 2022

SELL
$94.82 - $104.66 $85,622 - $94,507
-903 Reduced 28.88%
2,224 $218,000
Q3 2021

Nov 12, 2021

BUY
$87.64 - $105.45 $27,781 - $33,427
317 Added 11.28%
3,127 $304,000
Q2 2021

Aug 13, 2021

BUY
$77.29 - $93.96 $217,184 - $264,027
2,810 New
2,810 $258,000

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 $227B
  • 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
Track This Portfolio

Track Trinity Point Wealth, LLC Portfolio

Follow Trinity Point Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trinity Point Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Point Wealth, LLC with notifications on news.