Morgan Stanley shares owned by Abbot Financial Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Abbot Financial Management
from 13F filings
Historical chart of Abbot Financial Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Abbot Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Abbot Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 17k | 158.96 |
| 2025-06-30 | $2.5M | 18k | 140.86 |
| 2025-03-31 | $2.1M | 18k | 116.67 |
| 2024-12-31 | $2.3M | 18k | 125.72 |
| 2024-09-30 | $1.9M | 18k | 104.24 |
| 2024-06-30 | $1.8M | 18k | 97.19 |
| 2024-03-31 | $1.7M | 18k | 94.16 |
| 2023-12-31 | $1.7M | 18k | 93.25 |
| 2023-09-30 | $1.5M | 18k | 81.67 |
| 2023-06-30 | $1.6M | 18k | 85.40 |
| 2023-03-31 | $1.6M | 18k | 87.80 |
| 2022-12-31 | $1.5M | 18k | 85.02 |
| 2022-09-30 | $1.5M | 19k | 79.02 |
| 2022-06-30 | $1.4M | 19k | 76.08 |
| 2022-03-31 | $1.7M | 19k | 87.40 |
| 2021-12-31 | $1.9M | 20k | 98.17 |
| 2021-09-30 | $1.9M | 20k | 97.33 |
| 2021-06-30 | $1.8M | 20k | 91.71 |
| 2021-03-31 | $1.6M | 20k | 77.67 |
| 2020-12-31 | $1.4M | 20k | 68.51 |
| 2020-09-30 | $955k | 20k | 48.33 |
| 2020-06-30 | $952k | 20k | 48.32 |
| 2020-03-31 | $670k | 20k | 34.01 |
| 2019-12-31 | $1.0M | 20k | 51.12 |
| 2019-09-30 | $832k | 20k | 42.67 |
| 2019-06-30 | $872k | 20k | 43.82 |
| 2019-03-31 | $821k | 20k | 42.21 |
| 2018-12-31 | $765k | 19k | 39.64 |
| 2018-09-30 | $899k | 19k | 46.58 |
| 2018-06-30 | $884k | 19k | 47.40 |
| 2018-03-31 | $1.0M | 19k | 53.94 |
| 2017-12-31 | $989k | 19k | 52.47 |
| 2017-09-30 | $950k | 19k | 51.08 |
| 2017-06-30 | $829k | 19k | 44.57 |
More positions owned by Abbot Financial Management
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