A detailed history of Mayfair Advisory Group, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Mayfair Advisory Group, LLC holds 2,240 shares of MS stock, worth $286,787. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,240
Previous 2,240 -0.0%
Holding current value
$286,787
Previous $217,000 7.37%
% of portfolio
0.15%
Previous 0.15%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$86.19 - $101.53 $21,806 - $25,687
-253 Reduced 10.15%
2,240 $217,000
Q1 2024

Apr 17, 2024

BUY
$83.9 - $94.16 $5,285 - $5,932
63 Added 2.59%
2,493 $234,000
Q4 2023

Jan 19, 2024

BUY
$70.4 - $93.66 $171,072 - $227,593
2,430 New
2,430 $226,000
Q4 2022

Jan 27, 2023

BUY
$75.3 - $93.04 $185,765 - $229,529
2,467 New
2,467 $0
Q2 2022

Aug 09, 2022

BUY
$72.9 - $90.61 $183,489 - $228,065
2,517 New
2,517 $212,000
Q1 2022

Apr 14, 2022

SELL
$83.31 - $108.73 $164,953 - $215,285
-1,980 Closed
0 $0
Q4 2021

Jan 19, 2022

BUY
$94.82 - $104.66 $187,743 - $207,226
1,980 New
1,980 $201,000

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 $217B
  • 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 Mayfair Advisory Group, LLC Portfolio

Follow Mayfair Advisory Group, 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 Mayfair Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mayfair Advisory Group, LLC with notifications on news.