Morgan Stanley shares owned by Bedel Financial Consulting
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Bedel Financial Consulting
from 13F filings
Historical chart of Bedel Financial Consulting investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Bedel Financial Consulting consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Bedel Financial Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $288k | 3.1k | 94.17 |
| 2023-12-31 | $315k | 3.4k | 93.26 |
| 2023-09-30 | $276k | 3.4k | 81.67 |
| 2023-06-30 | $299k | 3.5k | 85.39 |
| 2023-03-31 | $244k | 2.8k | 87.80 |
| 2022-12-31 | $245k | 2.9k | 85.02 |
| 2022-09-30 | $246k | 2.9k | 85.51 |
| 2022-06-30 | $219k | 2.9k | 76.15 |
| 2022-03-31 | $104k | 1.2k | 87.03 |
| 2021-12-31 | $132k | 1.3k | 97.92 |
| 2021-09-30 | $116k | 1.2k | 97.15 |
| 2021-06-30 | $111k | 1.2k | 91.43 |
| 2021-03-31 | $93k | 1.2k | 77.89 |
| 2020-12-31 | $82k | 1.2k | 68.68 |
| 2020-09-30 | $58k | 1.2k | 48.58 |
| 2020-06-30 | $58k | 1.2k | 48.58 |
| 2020-03-31 | $41k | 1.2k | 34.34 |
| 2019-12-31 | $36k | 700 | 51.43 |
| 2019-09-30 | $30k | 700 | 42.86 |
| 2019-06-30 | $31k | 700 | 44.29 |
| 2019-03-31 | $30k | 700 | 42.86 |
| 2018-12-31 | $28k | 700 | 40.00 |
| 2018-09-30 | $24k | 525 | 45.71 |
| 2018-06-30 | $20k | 428 | 46.73 |
| 2018-03-31 | $23k | 428 | 53.74 |
More positions owned by Bedel Financial Consulting
View all positions for Bedel Financial Consulting