Morgan Stanley shares owned by Morris Retirement Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Morris Retirement Advisors
from 13F filings
Historical chart of Morris Retirement Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Morris Retirement Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $213k | 2.3k | 94.18 |
2022-12-31 | $473k | 5.6k | 85.02 |
2022-09-30 | $482k | 6.1k | 78.45 |
2022-06-30 | $437k | 5.7k | 76.04 |
2022-03-31 | $516k | 5.9k | 87.40 |
2021-12-31 | $549k | 5.6k | 98.11 |
2021-09-30 | $437k | 4.5k | 97.31 |
2021-06-30 | $369k | 4.0k | 91.75 |
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