Morgan Stanley shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Morgan Stanley
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $37k | 400 | 93.25 |
2023-09-30 | $33k | 400 | 81.67 |
2023-06-30 | $34k | 400 | 85.40 |
2023-03-31 | $35k | 400 | 87.80 |
2022-12-31 | $34k | 400 | 85.02 |
2022-09-30 | $32k | 400 | 80.00 |
2022-06-30 | $31k | 413 | 75.06 |
2022-03-31 | $36k | 413 | 87.17 |
2021-12-31 | $40k | 412 | 97.09 |
2021-09-30 | $39k | 400 | 97.50 |
2021-06-30 | $37k | 400 | 92.50 |
2021-03-31 | $16k | 200 | 80.00 |
2019-12-31 | $10k | 200 | 50.00 |
2016-09-30 | $10k | 311 | 32.15 |
2016-06-30 | $8.0k | 309 | 25.89 |
2016-03-31 | $8.0k | 307 | 26.06 |
2015-12-31 | $153k | 4.8k | 31.84 |
2015-09-30 | $326k | 10k | 31.48 |
2015-06-30 | $413k | 11k | 38.76 |
2015-03-31 | $380k | 11k | 35.67 |
2014-12-31 | $421k | 11k | 38.79 |
2014-09-30 | $190k | 5.5k | 34.55 |
2014-06-30 | $175k | 5.4k | 32.26 |
2014-03-31 | $175k | 5.6k | 31.11 |
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