Morgan Stanley shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $402k | 3.9k | 104.24 |
| 2024-06-30 | $370k | 3.8k | 97.19 |
| 2024-03-31 | $350k | 3.7k | 94.16 |
| 2023-12-31 | $349k | 3.7k | 93.25 |
| 2023-09-30 | $308k | 3.8k | 81.67 |
| 2023-06-30 | $329k | 3.9k | 85.40 |
| 2023-03-31 | $349k | 4.0k | 87.80 |
| 2022-12-31 | $329k | 3.9k | 85.02 |
| 2022-09-30 | $304k | 3.9k | 78.94 |
| 2022-06-30 | $311k | 4.1k | 75.91 |
| 2022-03-31 | $355k | 4.1k | 87.33 |
| 2021-12-31 | $387k | 3.9k | 98.10 |