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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

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

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Quarterly 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