Morgan Stanley shares owned by Measured Wealth Private Client Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Measured Wealth Private Client Group
from 13F filings
Historical chart of Measured Wealth Private Client Group investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Measured Wealth Private Client Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Measured Wealth Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $344k | 3.7k | 94.15 |
| 2023-12-31 | $301k | 3.2k | 93.24 |
| 2023-09-30 | $292k | 3.6k | 81.68 |
| 2023-06-30 | $303k | 3.6k | 85.40 |
| 2023-03-31 | $309k | 3.5k | 87.80 |
| 2022-12-31 | $352k | 4.1k | 85.02 |
| 2022-09-30 | $332k | 4.2k | 78.90 |
| 2021-12-31 | $289k | 2.9k | 98.13 |
| 2021-09-30 | $274k | 2.8k | 97.37 |
| 2019-06-30 | $233k | 5.3k | 43.76 |
| 2019-03-31 | $235k | 5.6k | 42.12 |
| 2018-09-30 | $214k | 4.5k | 47.14 |
| 2018-06-30 | $215k | 4.5k | 47.40 |
More positions owned by Measured Wealth Private Client Group
View all positions for Measured Wealth Private Client Group