Wcg Wealth Advisors LLC Morgan Stanley Transaction History

Wcg Wealth Advisors LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$83.9 - $94.16 $156,054 - $175,137	-1,860 Reduced 12.05%	13,577 $1.28 Million
Q4 2023 Feb 08, 2024	SELL	$70.4 - $93.66 $7,040 - $9,366	-100 Reduced 0.64%	15,437 $1.44 Million
Q3 2023 Nov 09, 2023	BUY	$81.65 - $94.67 $283,407 - $328,599	3,471 Added 28.77%	15,537 $1.28 Million
Q2 2023 Aug 14, 2023	BUY	$81.22 - $91.12 $6,578 - $7,380	81 Added 0.68%	12,066 $1.03 Million
Q3 2022 Nov 14, 2022	BUY	$21.84 - $90.15 $19,328 - $79,782	885 Added 7.97%	11,985 $947,000
Q2 2022 Aug 23, 2022	BUY	$72.9 - $90.61 $809,190 - $1.01 Million	11,100 New	11,100 $844,000

2,123

1.31B

26.3M

29.4M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $222B
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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