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Morgan Stanley shares owned by Altus Wealth Group

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

Historical chart of Altus Wealth Group investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Altus Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $352k 3.7k 94.16
2023-12-31 $355k 3.8k 93.24
2023-09-30 $309k 3.8k 81.67
2023-06-30 $325k 3.8k 85.41
2023-03-31 $343k 3.9k 87.79
2022-12-31 $331k 3.9k 85.01
2022-09-30 $381k 3.9k 97.24
2022-06-30 $381k 3.9k 97.24
2022-03-31 $346k 4.0k 87.42
2021-12-31 $385k 3.9k 98.14
2021-09-30 $381k 3.9k 97.24
2021-06-30 $348k 3.9k 89.29
2021-03-31 $351k 3.9k 89.29
2020-12-31 $285k 4.2k 68.07