A detailed history of Geo Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Geo Wealth Management, LLC holds 6,984 shares of MS stock, worth $887,387. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,984
Previous 7,791 10.36%
Holding current value
$887,387
Previous $757,000 3.83%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2024

SELL
$92.07 - $106.96 $74,300 - $86,316
-807 Reduced 10.36%
6,984 $728,000
Q2 2024

Aug 12, 2024

BUY
$86.19 - $101.53 $36,975 - $43,556
429 Added 5.83%
7,791 $757,000
Q1 2024

May 15, 2024

SELL
$83.9 - $94.16 $617,671 - $693,205
-7,362 Closed
0 $0
Q1 2024

May 15, 2024

BUY
$83.9 - $94.16 $401,545 - $450,649
4,786 Added 185.79%
7,362 $693,000
Q4 2023

Feb 13, 2024

BUY
$70.4 - $93.66 $106,867 - $142,175
1,518 Added 143.48%
2,576 $240,000
Q3 2023

Nov 13, 2023

SELL
$81.65 - $94.67 $2,612 - $3,029
-32 Reduced 2.94%
1,058 $86,000
Q2 2023

Aug 10, 2023

BUY
$81.22 - $91.12 $8,609 - $9,658
106 Added 10.77%
1,090 $93,000
Q1 2023

May 12, 2023

SELL
$83.95 - $100.83 $26,528 - $31,862
-316 Reduced 24.31%
984 $87,000
Q4 2022

Feb 13, 2023

BUY
$75.3 - $93.04 $3,689 - $4,558
49 Added 3.92%
1,300 $110,000
Q3 2022

Nov 14, 2022

BUY
$21.84 - $90.15 $15,593 - $64,367
714 Added 132.96%
1,251 $98,000
Q2 2022

Aug 12, 2022

BUY
$72.9 - $90.61 $3,134 - $3,896
43 Added 8.7%
537 $41,000
Q1 2022

May 13, 2022

BUY
$83.31 - $108.73 $9,580 - $12,503
115 Added 30.34%
494 $43,000
Q4 2021

Feb 14, 2022

BUY
$94.82 - $104.66 $9,766 - $10,779
103 Added 37.32%
379 $37,000
Q3 2021

Nov 12, 2021

SELL
$87.64 - $105.45 $55,651 - $66,960
-635 Reduced 69.7%
276 $26,000
Q2 2021

Aug 17, 2021

BUY
$77.29 - $93.96 $70,411 - $85,597
911 New
911 $84,000

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 $215B
  • 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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