V Wealth Advisors LLC Morgan Stanley Transaction History

V Wealth Advisors LLC

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	BUY	$81.22 - $91.12 $78,458 - $88,021	966 Added 21.46%	5,468 $466,000
Q1 2023 May 02, 2023	BUY	$83.95 - $100.83 $923 - $1,109	11 Added 0.24%	4,502 $395,000
Q4 2022 Jan 20, 2023	SELL	$75.3 - $93.04 $28,839 - $35,634	-383 Reduced 7.86%	4,491 $0
Q3 2022 Nov 04, 2022	SELL	$21.84 - $90.15 $9,828 - $40,567	-450 Reduced 8.45%	4,874 $385,000
Q2 2022 Jul 27, 2022	BUY	$72.9 - $90.61 $28,358 - $35,247	389 Added 7.88%	5,324 $405,000
Q1 2022 May 16, 2022	SELL	$83.31 - $108.73 $29,908 - $39,034	-359 Reduced 6.78%	4,935 $431,000
Q4 2021 Feb 17, 2022	BUY	$94.82 - $104.66 $15,266 - $16,850	161 Added 3.14%	5,294 $520,000
Q3 2021 Oct 21, 2021	SELL	$87.64 - $105.45 $97,192 - $116,944	-1,109 Reduced 17.77%	5,133 $499,000
Q2 2021 Jul 27, 2021	BUY	$77.29 - $93.96 $107,201 - $130,322	1,387 Added 28.57%	6,242 $572,000
Q1 2021 Apr 20, 2021	SELL	$67.05 - $84.34 $28,697 - $36,097	-428 Reduced 8.1%	4,855 $377,000
Q4 2020 Jan 25, 2021	BUY	$47.26 - $68.53 $249,674 - $362,043	5,283 New	5,283 $362,000
Q3 2020 Oct 13, 2020	SELL	$46.42 - $53.25 $287,014 - $329,244	-6,183 Closed	0 $0
Q2 2020 Jul 29, 2020	BUY	$31.62 - $50.4 $195,506 - $311,623	6,183 New	6,183 $299,000
Q3 2018 Oct 31, 2018	SELL	$46.57 - $51.05 $199,925 - $219,157	-4,293 Closed	0 $0
Q2 2018 Jul 16, 2018	BUY	$47.19 - $55.22 $202,586 - $237,059	4,293 New	4,293 $206,000
Q1 2018 Apr 11, 2018	SELL	$51.79 - $58.91 $210,060 - $238,938	-4,056 Closed	0 $0
Q4 2017 Jan 19, 2018	BUY	$48.1 - $53.85 $195,093 - $218,415	4,056	4,056 $221,000

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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