A detailed history of Hhm Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 741 shares of MS stock, worth $94,151. This represents 0.01% of its overall portfolio holdings.

Number of Shares
741
Previous 741 -0.0%
Holding current value
$94,151
Previous $72,000 6.94%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 05, 2024

SELL
$70.4 - $93.66 $1,830 - $2,435
-26 Reduced 3.39%
741 $69,000
Q3 2023

Nov 03, 2023

BUY
$81.65 - $94.67 $2,122 - $2,461
26 Added 3.51%
767 $62,000
Q1 2023

May 02, 2023

BUY
$83.95 - $100.83 $5,120 - $6,150
61 Added 8.97%
741 $65,000
Q4 2020

Jan 28, 2021

SELL
$47.26 - $68.53 $3,639 - $5,276
-77 Reduced 10.17%
680 $47,000
Q1 2020

May 12, 2020

BUY
$27.81 - $57.51 $21,052 - $43,535
757 New
757 $26,000

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
Track This Portfolio

Track Hhm Wealth Advisors, LLC Portfolio

Follow Hhm Wealth Advisors, 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 Hhm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.