Wagner Wealth Management, LLC Morgan Stanley Transaction History

Wagner Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 18, 2023	BUY	$81.65 - $94.67 $9,879 - $11,455	121 Added 2.75%	4,521 $369,000
Q2 2023 Jul 28, 2023	BUY	$81.22 - $91.12 $7,797 - $8,747	96 Added 2.23%	4,400 $375,000
Q1 2023 May 17, 2023	BUY	$83.95 - $100.83 $39,960 - $47,995	476 Added 12.43%	4,304 $377,000
Q4 2022 Feb 14, 2023	BUY	$75.3 - $93.04 $14,683 - $18,142	195 Added 5.37%	3,828 $325,000
Q3 2022 Nov 14, 2022	BUY	$21.84 - $90.15 $1,747 - $7,212	80 Added 2.25%	3,633 $287,000
Q2 2022 Aug 11, 2022	BUY	$72.9 - $90.61 $36,814 - $45,758	505 Added 16.57%	3,553 $270,000
Q1 2022 May 16, 2022	BUY	$83.31 - $108.73 $17,495 - $22,833	210 Added 7.4%	3,048 $266,000
Q4 2021 Feb 15, 2022	BUY	$94.82 - $104.66 $15,171 - $16,745	160 Added 5.97%	2,838 $279,000
Q3 2021 Nov 15, 2021	BUY	$87.64 - $105.45 $438 - $527	5 Added 0.19%	2,678 $275,000
Q2 2021 Aug 13, 2021	BUY	$77.29 - $93.96 $29,988 - $36,456	388 Added 16.98%	2,673 $245,000
Q1 2021 May 17, 2021	BUY	$67.05 - $84.34 $153,209 - $192,716	2,285 New	2,285 $177,000

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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