Morgan Stanley shares owned by Abound Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Abound Wealth Management
from 13F filings
Historical chart of Abound Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Abound Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38k | 240 | 158.90 |
| 2025-06-30 | $36k | 252 | 140.83 |
| 2025-03-31 | $19k | 159 | 116.63 |
| 2024-12-31 | $24k | 193 | 125.66 |
| 2024-09-30 | $20k | 189 | 104.21 |
| 2024-06-30 | $18k | 189 | 97.16 |
| 2024-03-31 | $42k | 444 | 94.24 |
| 2023-12-31 | $43k | 464 | 93.26 |
| 2023-09-30 | $36k | 434 | 81.71 |
| 2023-06-30 | $37k | 434 | 85.42 |
| 2023-03-31 | $34k | 392 | 87.80 |
| 2022-12-31 | $21k | 245 | 85.02 |
| 2022-09-30 | $24k | 303 | 79.01 |