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Morgan Stanley shares owned by Meridian Wealth Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Meridian Wealth Management from 13F filings

Historical chart of Meridian Wealth Management investment in Morgan Stanley

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All positions including Morgan Stanley held by Meridian Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Meridian Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 13k 94.16
2023-12-31 $1.3M 14k 93.25
2023-09-30 $2.1M 26k 81.67
2023-06-30 $1.2M 14k 85.40
2023-03-31 $1.2M 14k 87.80
2022-12-31 $1.4M 16k 85.02
2022-09-30 $1.3M 16k 79.04
2022-06-30 $1.3M 17k 76.04
2022-03-31 $1.4M 16k 87.41
2021-12-31 $1.5M 16k 98.15
2021-09-30 $1.5M 15k 97.28
2021-06-30 $1.4M 15k 91.67
2021-03-31 $1.2M 15k 77.66
2020-12-31 $1.0M 15k 68.46
2020-09-30 $553k 12k 48.30
2020-06-30 $591k 12k 48.24
2020-03-31 $416k 12k 33.96
2019-12-31 $580k 11k 51.10
2019-09-30 $484k 11k 42.64
2019-06-30 $5.0M 11k 438.06
2019-03-31 $18M 42k 422.01
2018-12-31 $1.6M 42k 39.65
2018-09-30 $2.6M 55k 46.57
2018-06-30 $2.6M 55k 47.40
2018-03-31 $3.0M 55k 53.96
2017-12-31 $2.6M 55k 48.20
2017-09-30 $2.6M 55k 48.18
2017-06-30 $2.4M 55k 44.56
2017-03-31 $3.0M 3.0M 1.00
2016-12-31 $3.0M 71k 42.24