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Morgan Stanley shares owned by Executive Wealth Group

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Executive Wealth Group from 13F filings

Historical chart of Executive Wealth Group investment in Morgan Stanley

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All positions including Morgan Stanley held by Executive Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Executive Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 15k 89.16
2023-12-31 $468k 5.0k 93.26
2023-09-30 $405k 5.0k 81.67
2023-06-30 $420k 4.9k 85.40
2023-03-31 $428k 4.9k 87.81
2022-12-31 $411k 4.8k 85.02
2022-09-30 $379k 4.8k 79.02
2022-06-30 $361k 4.8k 76.06
2022-03-31 $412k 4.7k 87.41
2021-12-31 $459k 4.7k 98.15
2021-09-30 $452k 4.6k 97.30
2021-06-30 $423k 4.6k 91.68
2021-03-31 $357k 4.6k 77.66
2020-12-31 $313k 4.6k 68.53
2020-09-30 $220k 4.5k 48.35
2020-06-30 $218k 4.5k 48.30
2019-12-31 $227k 4.4k 51.12
2018-06-30 $202k 4.3k 47.40
2018-03-31 $229k 4.2k 53.95
2017-12-31 $221k 4.2k 52.47