Morgan Stanley shares owned by Everhart Financial Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Everhart Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by Everhart Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $249k | 2.6k | 94.16 |
2023-09-30 | $387k | 4.7k | 81.67 |
2023-06-30 | $372k | 4.4k | 85.40 |
2023-03-31 | $423k | 4.8k | 87.80 |
2022-12-31 | $340k | 4.0k | 85.02 |
2022-09-30 | $309k | 3.9k | 78.95 |
2022-06-30 | $242k | 3.2k | 76.03 |