A detailed history of Welch Group, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Welch Group, LLC holds 2,179 shares of MS stock, worth $285,906. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,179
Previous 2,179 -0.0%
Holding current value
$285,906
Previous $211,000 7.58%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 09, 2024

SELL
$83.9 - $94.16 $28,526 - $32,014
-340 Reduced 13.5%
2,179 $205,000
Q3 2023

Oct 18, 2023

SELL
$81.65 - $94.67 $5,633 - $6,532
-69 Reduced 2.67%
2,519 $205,000
Q4 2022

Jan 27, 2023

BUY
$75.3 - $93.04 $194,876 - $240,787
2,588 New
2,588 $220,000
Q1 2020

Apr 28, 2020

SELL
$27.81 - $57.51 $55,620 - $115,020
-2,000 Closed
0 $0
Q4 2019

Jan 24, 2020

BUY
$39.82 - $51.12 $79,640 - $102,240
2,000 New
2,000 $102,000

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 $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...
More about MS
Track This Portfolio

Track Welch Group, LLC Portfolio

Follow Welch Group, 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 Welch Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Welch Group, LLC with notifications on news.