A detailed history of Zhang Financial LLC transactions in Morgan Stanley stock. As of the latest transaction made, Zhang Financial LLC holds 3,016 shares of MS stock, worth $406,225. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,016
Previous 3,094 2.52%
Holding current value
$406,225
Previous $300,000 4.67%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$92.07 - $106.96 $7,181 - $8,342
-78 Reduced 2.52%
3,016 $314,000
Q2 2024

Jul 19, 2024

BUY
$86.19 - $101.53 $5,516 - $6,497
64 Added 2.11%
3,094 $300,000
Q1 2024

Apr 24, 2024

BUY
$83.9 - $94.16 $419 - $470
5 Added 0.17%
3,030 $285,000
Q4 2023

Jan 31, 2024

BUY
$70.4 - $93.66 $212,960 - $283,321
3,025 New
3,025 $282,000
Q2 2023

Jul 18, 2023

BUY
$81.22 - $91.12 $213,040 - $239,007
2,623 New
2,623 $224,000

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 $228B
  • 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 Zhang Financial LLC Portfolio

Follow Zhang Financial 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 Zhang Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zhang Financial LLC with notifications on news.