Morgan Stanley shares owned by Forum Financial Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by Forum Financial Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.8M | 19k | 94.16 |
2023-12-31 | $1.8M | 19k | 93.25 |
2023-09-30 | $1.6M | 20k | 81.67 |
2023-06-30 | $1.7M | 20k | 85.40 |
2023-03-31 | $1.6M | 19k | 87.80 |
2022-12-31 | $1.6M | 19k | 85.02 |
2022-09-30 | $1.5M | 19k | 79.00 |
2022-06-30 | $1.4M | 19k | 76.04 |
2022-03-31 | $1.5M | 17k | 87.35 |
2021-12-31 | $1.7M | 17k | 98.17 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management