Morgan Stanley shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $390k | 4.8k | 81.66 |
| 2023-06-30 | $259k | 3.0k | 85.39 |
| 2023-03-31 | $233k | 2.7k | 87.82 |
| 2022-09-30 | $209k | 2.6k | 78.90 |
| 2021-12-31 | $357k | 3.6k | 98.13 |
| 2021-09-30 | $379k | 3.9k | 97.28 |
| 2020-12-31 | $112k | 1.6k | 68.29 |
| 2020-09-30 | $48k | 1.0k | 48.00 |
| 2020-06-30 | $54k | 1.1k | 48.30 |
| 2020-03-31 | $34k | 1.0k | 34.00 |
| 2019-12-31 | $36k | 700 | 51.43 |
| 2019-09-30 | $58k | 1.4k | 42.96 |
| 2019-06-30 | $59k | 1.4k | 43.70 |
| 2019-03-31 | $57k | 1.4k | 42.22 |
| 2018-12-31 | $34k | 850 | 40.00 |
| 2018-09-30 | $40k | 850 | 47.06 |
| 2018-06-30 | $40k | 850 | 47.06 |
| 2018-03-31 | $46k | 850 | 54.12 |
| 2017-12-31 | $45k | 850 | 52.94 |
| 2017-09-30 | $41k | 850 | 48.24 |
| 2017-06-30 | $38k | 850 | 44.71 |
| 2017-03-31 | $37k | 858 | 43.12 |
| 2016-06-30 | $2.0k | 75 | 26.67 |
| 2015-12-31 | $999 | 19 | 52.63 |