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Morgan Stanley shares owned by Accurate Wealth Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Accurate Wealth Management from 13F filings

Historical chart of Accurate Wealth Management investment in Morgan Stanley

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All positions including Morgan Stanley held by Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 1.9k 112.26
2022-12-31 $28k 312 89.01
2021-12-31 $992k 7.4k 134.22
2021-09-30 $985k 7.3k 134.45
2021-06-30 $930k 10k 91.69