Morgan Stanley shares owned by Waldron
Historical chart of Waldron investment in Morgan Stanley
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All positions including Morgan Stanley held by Waldron consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Waldron
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $641k | 6.9k | 93.20 |
| 2023-09-30 | $515k | 6.3k | 81.66 |
| 2023-06-30 | $531k | 6.2k | 85.34 |
| 2023-03-31 | $793k | 9.0k | 87.72 |
| 2022-12-31 | $730k | 9.2k | 78.96 |
| 2022-09-30 | $730k | 9.2k | 78.96 |
| 2022-06-30 | $629k | 8.3k | 76.05 |
| 2022-03-31 | $680k | 7.8k | 87.37 |
| 2021-12-31 | $703k | 7.2k | 98.16 |
| 2021-09-30 | $657k | 6.8k | 97.19 |
| 2021-06-30 | $491k | 5.4k | 91.66 |
| 2021-03-31 | $418k | 5.4k | 77.51 |
| 2020-12-31 | $237k | 3.5k | 68.52 |