Morgan Stanley shares owned by West Branch Capital
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $30k | 318 | 94.16 |
| 2023-12-31 | $30k | 318 | 93.25 |
| 2023-09-30 | $26k | 318 | 81.67 |
| 2023-06-30 | $30k | 348 | 85.40 |
| 2022-12-31 | $1.8k | 21 | 85.00 |
| 2022-09-30 | $2.0k | 21 | 95.24 |
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