Morgan Stanley shares owned by Alta Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Alta Wealth Advisors
from 13F filings
Historical chart of Alta Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Alta Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $326k | 2.0k | 158.96 |
| 2025-06-30 | $289k | 2.0k | 140.86 |
| 2025-03-31 | $268k | 2.3k | 116.67 |
| 2024-12-31 | $261k | 2.1k | 125.72 |
| 2024-09-30 | $221k | 2.1k | 104.24 |
| 2024-06-30 | $210k | 2.2k | 97.19 |
| 2024-03-31 | $222k | 2.4k | 94.16 |
| 2022-09-30 | $236k | 3.0k | 78.98 |
| 2022-06-30 | $219k | 2.8k | 77.17 |
| 2022-03-31 | $248k | 2.8k | 87.39 |