A detailed history of Willow Creek Wealth Management Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 2,610 shares of MS stock, worth $272,823. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,610
Previous 2,763 5.54%
Holding current value
$272,823
Previous $225,000 8.0%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Apr 01, 2024

SELL
$70.4 - $93.66 $10,771 - $14,329
-153 Reduced 5.54%
2,610 $243,000
Q3 2023

Nov 20, 2023

BUY
$81.65 - $94.67 $81 - $94
1 Added 0.04%
2,763 $225,000
Q2 2023

Aug 28, 2023

BUY
$81.22 - $91.12 $1,543 - $1,731
19 Added 0.69%
2,762 $235,000
Q1 2023

Apr 24, 2023

BUY
$83.95 - $100.83 $3,861 - $4,638
46 Added 1.71%
2,743 $240,000
Q4 2022

Mar 01, 2023

BUY
$75.3 - $93.04 $203,084 - $250,928
2,697 New
2,697 $229,000

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 $177B
  • 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 Willow Creek Wealth Management Inc. Portfolio

Follow Willow Creek Wealth Management Inc. 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 Willow Creek Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willow Creek Wealth Management Inc. with notifications on news.