Morgan Stanley shares owned by Beta Wealth
Historical chart of Beta Wealth investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Beta Wealth 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 |
---|---|---|---|
2023-12-31 | $626k | 6.7k | 93.24 |
2023-09-30 | $482k | 5.9k | 81.67 |
2023-06-30 | $495k | 5.8k | 85.40 |
2023-03-31 | $430k | 4.9k | 87.80 |
2022-12-31 | $391k | 4.6k | 85.02 |
2022-09-30 | $340k | 4.3k | 79.07 |
2022-06-30 | $304k | 4.0k | 76.00 |
2022-03-31 | $323k | 3.7k | 87.30 |
2021-06-30 | $211k | 2.3k | 91.74 |