A detailed history of Wespac Advisors So Cal, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 2,535 shares of MS stock, worth $404,205. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,535
Holding current value
$404,205
% of portfolio
0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

BUY
$151.86 - $169.92 $384,965 - $430,747
2,535 New
2,535 $404,000
Q4 2017

Feb 13, 2018

SELL
$48.1 - $53.85 $20,202 - $22,617
-420 Closed
0 $0
Q2 2017

Aug 11, 2017

BUY
N/A
420
420 $18,000

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 $270B
  • 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 Wespac Advisors So Cal, LLC Portfolio

Follow Wespac Advisors So Cal, 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 Wespac Advisors So Cal, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wespac Advisors So Cal, LLC with notifications on news.