Morgan Stanley shares owned by Bourgeon Capital Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Bourgeon Capital Management
from 13F filings
Historical chart of Bourgeon Capital Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Bourgeon Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $19k | 200 | 93.25 |
| 2023-09-30 | $16k | 200 | 81.67 |
| 2023-06-30 | $17k | 200 | 85.40 |
| 2023-03-31 | $26k | 300 | 87.80 |
| 2022-12-31 | $26k | 300 | 85.02 |
| 2022-09-30 | $16k | 200 | 80.00 |
| 2022-06-30 | $15k | 200 | 75.00 |
| 2022-03-31 | $17k | 200 | 85.00 |
| 2021-12-31 | $20k | 200 | 100.00 |
| 2021-09-30 | $19k | 200 | 95.00 |
| 2021-06-30 | $935k | 10k | 91.67 |
| 2021-03-31 | $792k | 10k | 77.65 |
| 2020-12-31 | $699k | 10k | 68.53 |
| 2020-09-30 | $493k | 10k | 48.33 |
| 2020-06-30 | $10k | 200 | 50.00 |
| 2020-03-31 | $7.0k | 200 | 35.00 |
| 2019-12-31 | $10k | 200 | 50.00 |
| 2019-09-30 | $9.0k | 200 | 45.00 |
More positions owned by Bourgeon Capital Management
View all positions for Bourgeon Capital Management