Morgan Stanley shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Belpointe Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by Belpointe Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.5M | 16k | 94.16 |
2023-09-30 | $1.3M | 17k | 81.67 |
2023-06-30 | $895k | 11k | 85.40 |
2023-03-31 | $1.9M | 22k | 87.80 |
2022-12-31 | $1.2M | 14k | 85.02 |
2022-09-30 | $1.6M | 20k | 79.01 |
2022-06-30 | $2.5M | 33k | 76.03 |
2022-03-31 | $3.0M | 35k | 87.36 |
2021-12-31 | $1.8M | 19k | 98.15 |
2021-09-30 | $563k | 5.8k | 97.37 |
2021-06-30 | $465k | 5.1k | 91.97 |
2021-03-31 | $405k | 5.2k | 77.54 |
2020-12-31 | $760k | 11k | 68.56 |
2020-09-30 | $562k | 12k | 48.37 |
2020-06-30 | $558k | 12k | 48.30 |
2018-03-31 | $499k | 9.3k | 53.95 |
2017-09-30 | $464k | 9.6k | 48.14 |
More positions owned by Belpointe Asset Management
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