Avion Wealth Morgan Stanley Transaction History

Avion Wealth

$389 Million
Q4 2024

A detailed history of Avion Wealth transactions in Morgan Stanley stock. As of the latest transaction made, Avion Wealth holds 141 shares of MS stock, worth $19,737. This represents 0.0% of its overall portfolio holdings.

Number of Shares

141

Previous 133 6.02%

Holding current value

$19,737

Previous $13,000 30.77%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$104.42 - $134.99 $835 - $1,079	8 Added 6.02%	141 $17,000
Q3 2024 Oct 18, 2024	BUY	$92.07 - $106.96 $1,657 - $1,925	18 Added 15.65%	133 $13,000
Q2 2024 Jul 26, 2024	SELL	$86.19 - $101.53 $5,429 - $6,396	-63 Reduced 35.39%	115 $11,000
Q1 2024 May 03, 2024	BUY	$83.9 - $94.16 $1,006 - $1,129	12 Added 7.23%	178 $17,000
Q4 2023 Jan 26, 2024	SELL	$70.4 - $93.66 $211 - $280	-3 Reduced 1.78%	166 $15,000
Q3 2023 Oct 20, 2023	BUY	$81.65 - $94.67 $244 - $284	3 Added 1.81%	169 $13,000
Q2 2023 Jul 14, 2023	SELL	$81.22 - $91.12 $4,385 - $4,920	-54 Reduced 24.55%	166 $14,000
Q1 2023 May 05, 2023	BUY	$83.95 - $100.83 $1,427 - $1,714	17 Added 8.37%	220 $18,000
Q3 2022 Oct 31, 2022	SELL	$21.84 - $90.15 $1,703 - $7,031	-78 Reduced 27.76%	203 $16,000
Q2 2022 Aug 11, 2022	BUY	$72.9 - $90.61 $5,248 - $6,523	72 Added 34.45%	281 $21,000
Q1 2022 May 04, 2022	BUY	$83.31 - $108.73 $8,830 - $11,525	106 Added 102.91%	209 $18,000
Q3 2021 Nov 01, 2021	BUY	$87.64 - $105.45 $8,764 - $10,545	100 Added 3333.33%	103 $10,000
Q4 2020 Jan 26, 2021	BUY	$47.26 - $68.53 $141 - $205	3 New	3 $0

Others Institutions Holding MS

# of Institutions

2,248

Shares Held

1.32B

Call Options Held

26.1M

Put Options Held

29.5M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $237B
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

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